Proficio Capital Partners Opens Miami Office

Proficio takes a strategic approach to diversification by creating a well-diversified portfolio comprising various asset classes and securities.

The Miami office of Proficio Capital Partners, located at One Alhambra Plaza, is now managed by Richard Blond (pictured). This Boston-based family office is expanding its operations to South Florida, which has become increasingly attractive to its existing client families concerned about taxes and business environments that could compromise their ability to transfer their wealth to future generations. Proficio’s focus on wealth preservation and after-tax, after-fee, and risk-adjusted returns makes the expansion to the South a sensible move. Blond, a Portfolio Manager, provides financial and non-financial guidance, insights, and direction to existing and future client families. He also serves on Proficio’s investment committee, dedicating his time to public and private investment solutions.

You May Also Like
SFBW Hosts “Empowering American Cities” With Fifth Third Bank

The event has been held across 15 cities so far and the SFBW-hosted event was the first of its kind held in Florida.

Read More
Seacoast Bank Opens New Branch in Weston

The expansion is intended to expand service to Seacoast’s customers and broaden its footprint in Broward.

Read More
Small Business Owners Are Not as Financially Prepared as They May Think, According to TD Bank Survey

Across the U.S., at a baseline, nearly all (94%) small business owners (SBOs) believe that their company is financially prepared for the next 12 to 18 months. But peel back

Read More
Fifth Third Bank Celebrates New Tamarac Location With Ribbon-Cutting

The Grand Opening marked the debut of the DeNovo Branch in the Broward market.

Read More
Other Posts
Banesco USA Banks on Broward With a New Plantation Office 

Belief in Broward County’s strengthening economy has drawn Banesco USA into the region.

Read More
BBX Capital Implements Strategic Measures Amid Economic Challenges

Intends to Suspend Filing Reports with the SEC and File Financial Information with the OTC Markets

Read More
TD Bank Ranks No. 1 in Florida in J.D. Power Retail Banking Study

TD Bank achieved the highest score for consumer trust.

Read More
J.D. Power Names Fifth Third Bank as Florida’s No. 1 Retail Bank for Customer Satisfaction for Second Consecutive Year

The Study also noted that customers rated Fifth Third No. 1 for account offerings and value.

Read More