How We Are Different
Why should you choose PROFORMA Capital?
Our investment philosophy and client service approach set us apart from other firms.
Thinks like enterprising business people
As investors, we consider ourselves owners of businesses. As such, investment decisions involve thorough research and assessment. We draw upon intellectual capital from across the firm to address our client's most pressing strategic, financial and investment needs. Our team is made up of high-performance individuals with a wealth of experience in investment management and financial advisory.
Strategic Relationships
PROFORMA Capital is committed to reaching solid investment conclusions based on thorough research. With a fifteen year track record of success, PROFORMA has developed a network of relationships that are utilized to enhance and add significant value, often in investments that are not widely followed by the financial community, but which present outstanding investment opportunities.
Customizes investment plans to our clients' needs
Our clients are unique, and so are their needs. That's why we offer a range of investment plans customized to reflect a client's specific needs, objectives and risk profile. Our approach always retains a sharp focus on the preservation of our clients' capital.
Provides highly personalized service
For PROFORMA Capital, delivering outstanding client service is as fundamental as delivering strong investment results. Clients can access key principals of the firm, and team members maintain close client relationships so as to provide the highly personalized service clients deserve.