Our philosophy is to focus on wealth preservation and after-tax, after-fee, risk-adjusted returns.
Our goal at Proficio is to build true long-standing partnerships with our families through active, personalized and dynamic service to meet the unique needs of each of our families.
Proficio employs an opportunistic approach to diversification through the construction of a highly diversified and actively allocated combination of asset classes and securities using both internally managed and externally managed investment vehicles. The Firm builds bespoke portfolios utilizing our institutional backgrounds and experience in financial markets to deliver a comprehensive and integrated dynamic plan for our families complete financial affairs, including investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, administrative services, risk management, and implementation of family governance.
The Executive Team
Founder, Partner, & Chief Executive Officer
Bob Haber, CFA
Founder, Partner, & Chief Investment Officer
Partner & Chief Operating Officer
Lauren Maughan Denklau
Partner & Chief Administrative Officer
Partner & Chief Strategy Officer
As an investment advisor and family office, Proficio is a fiduciary to our clients and proactively safeguards our client assets and confidential information at all times. The Firm strictly adheres to all government rules, regulations and best practices and has in-house counsel committed to ensuring client discretion.