The new standard in wealth management
We deliver independent advice and thoughtfully designed wealth management solutions, free from the conflicts at many financial institutions. Our senior investment and planning professionals take the time to get to know you – to know your family, your business and your other interests – and to invest and plan for your future, on your terms.
We manage risk and volatility in two important ways.
Prudent management of your financial life will afford you the best possible opportunity to meet your financial goals.
As retirement approaches perhaps the greatest challenge investors face in today's low interest rate environment is transitioning from the accumulation.
Our mission
Partners at our firm, who include some of the most experienced professionals in the industry, engage directly with clients to deliver global investment management, strategic wealth planning, and comprehensive trust and family wealth services. Many of us have worked together for years, and all of us are committed to our culture of personal and institutional integrity.
The Knowledge Center
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Guiding principles
Fiduciary standard of care
The vast majority of the nation’s investable wealth is in the hands of investment fiduciaries.
A fiduciary is required by law to act in the best interests of their client - yet many are not even aware of their duties and responsibilities. PROFItex, as a Registered Investment Advisor, is by definition an investment fiduciary - and we take this obligation very seriously.
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Multi-strategy investing
We manage your assets with a unique approach grounded by research and common disciplined investment strategies
For most investors reaching your goals requires that you employ valid long-term strategies. Luck and intuition tend to be quickly neutralized by highly sophisticated global markets. Our approach will be clearly defined.
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Tax & estate planning
Our well established position in Charlotte, NC has allowed us to build lasting relationships with local CPAs, Estate Planning Attorneys and Family Law practitioners.
Guiding our clients towards the right professional in these areas and coordinating ongoing efforts regarding tax and legal matters is part of our service - and again is included in our basic asset-based fee.
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