Bob Haber, Managing Director at Proficio Capital Partners, Newton, Massachusetts, United States — verified investor profile. See contact routes.
Proficio Capital Partners is a family office that invests alongside its family investors with the same terms. The firm focuses on wealth preservation and after-tax, after-fee, risk-adjusted returns. It employs an opportunistic approach to diversification through a highly diversified and actively allocated combination of asset classes and securities, using both internally and externally managed investment vehicles. Proficio builds bespoke portfolios, offering comprehensive financial services including investment management, wealth transfer strategies, tax and multi-generational planning, administrative services, risk management, and family governance.
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