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While “diversification” is a popular term in retail investing, we are not Index investors; rather, we maximize market opportunities on a case-by-case basis. This means using a sector rotation methodology so we don't own the parts of the market that are underperforming. And we maximize returns by charging about half the going rate on “the Street.” On $1 million we charge less than one percent.
Our performance speaks for itself and keeps transparent with detailed quarterly reports. We would be pleased to refer you to a long-time client for more on how we work together. Let’s discuss how we can build a successful relationship with great returns.
Scott started his asset management career in 1996 at Merrill Lynch and formed Pro:act Capital Management in 2002 with the goal of serving fewer clients better. He earned his undergraduate degree in Business from Texas Christian University and completed the Certified Financial Planning program through Farleigh Dickenson University. Scott is married, lives in Heath, TX and has three great kids, Hannah, Sawyer & Lucius. Pro:act Capital is committed to supporting local TX charities as well as the ministry of Athletes in Action in NJ/NY.
Investing success doesn't happen without attention. Although we have a long term focus, we manage our client's portfolios on a daily basis so we can be proactive to market opportunities as well as manage risk very carefully.
As a professional athlete, you have a unique talent for your game. But you know it takes a lot more than talent to stay on top of that game. Your hard work and dedication has paid off. And for your assets, the work is just beginning.