Profit Investments

Profit Investment Management, LLC, established in 1996 by Eugene Profit, specializes in serving institutional clients investing in U.S. equities. The firm offers portfolio management services to various entities, guided by client objectives outlined in written agreements. Clients may impose restrictions on account management, and Profit Investments may provide standardized composite portfolios or customized recommendations. The firm also offers retirement plan services subject to ERISA regulations. With discretionary assets under management of $131,958,052 as of December 31, 2024, Profit Investments charges advisory fees not exceeding 1% of assets under management, billed quarterly. The firm does not charge performance-based fees, ensuring alignment with clients' best interests. Minimum account sizes for institutional clients range from $500,000 to $1 million, with negotiable fees based on account size. Investment strategies include fundamental, technical, and cyclical analysis, focusing on valuation-sensitive growth investing. Profit Investments emphasizes active stock selection and disciplined buy/sell criteria to achieve outperformance. The firm's investment philosophy centers on delivering benchmark-beating returns by identifying mispriced securities. Clients receive periodic account reviews and transparent reporting, with a commitment to client privacy and data security. Profit Investments does not maintain custody of client funds and does not direct debit fees from client accounts.