|Proficient||Skillful, expert, well-advanced in any art, science, or subject.|
|Investment||An investment operation is one which, upon thorough analysis promises safety of principal and an adequate return. Operations not meeting these requirements are speculative (Security Analysis).|
|Management||Judicious use of means to accomplish an end.|
|Services People Why Proficient?In The News Contact||
Proficient Investment Management, LLC is a Los Angeles-based investment advisory firm providing customized services to individual investors, trusts, and other organizations. Proficient offers investment supervisory services in the form of managed accounts and financial planning services. Every investor is unique, with individual goals, risk tolerances, and circumstances. While general rules can be useful, we work with investors that are seeking personalized service and are not interested in standardized "one size fits all" solutions or pre-designed boxes. Therefore we offer flexible services designed to match the client with the most efficient investment process for that unique investor. We tailor our services to be cost-effective and provide the most appropriate services available.
Proficient specializes in managed accounts whereby we maintain a discretionary relationship and invest the client's account on their behalf. We never take custody of clients assets; investments are always in the client's name and controllable by the client at all times. We charge lower than average fees for managed accounts by focusing on the investment activities that have been proven by academic research and empirical results to favorably impact investment results over time, while avoiding activities that have been proven (again, by both academic research and actual results) to subtract value, or have unfavorable risk/return tradeoffs.
Some investors contract with multiple investment firms, yet are interested in overall or focused guidance in special circumstances. For those investors we provide second opinion and auditing services.
Some other investors prefer to manage their own investments, yet are interested in some professional guidance. For those investors, we provide selected services including portfolio reviews and second opinions.
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