Fully discretionary asset management for investors with $500K+ in deployable capital. You define goals, risk tolerance, and constraints. Stock Pro executes every trade — with the same engine that powers our research desk, applied as your fiduciary.
24/7 access to your portfolio, allocations, recent activity, and tax-lot status. The same view your advisor sees.
A short, substantive note on portfolio activity, regime shifts, and any meaningful repositioning. Not marketing prose.
30–60 minutes with your advisor to walk through performance, attribution, tax posture, and any life changes that affect strategy.
A wider conversation: tax projection for the year, retirement planning updates, estate review, and any new goals or constraints.
Discretionary management of a Stock Pro Flagship-style portfolio with full advisory support.
Everything in Standard, plus access to every Stock Pro ML model and active options trading.
For investors prioritizing downside protection and income — typically retirees, near-retirees, or those with capital they cannot replace.
For investors with a 7–15 year horizon who want meaningful equity exposure without the full-cycle drawdowns of a 100% stock portfolio.
For investors with a 15+ year horizon and the conviction to stay invested through volatility — with adaptive defense layered in for the worst regimes.
Allocations and risk bands are illustrative · actual portfolios are individualized to each client's IPS
Every sale targets the most tax-efficient lot — long-term where possible, highest-cost-basis when realizing gains, lowest when harvesting losses.
Realized losses are captured throughout the year — not just in December — and replaced with correlated holdings to keep market exposure intact.
Trade decisions account for the full 30-day wash-sale window across all your linked accounts — including IRAs, where the rule still applies.
Tax-inefficient holdings (REITs, high-yield bonds) live in IRAs. Tax-efficient growth lives in taxable accounts. Same allocation, smarter buckets.
Tim Brockman manages the Stock Pro algorithms to make investing smarter. He combines finance, technology, and creativity to design better, more efficient ways to invest. With an MBA and a passion for machine learning and portfolio systems, Tim turns complex ideas into real-world results for clients.
He also teaches Finance, Economics, and Business at Whatcom Community College and Bellingham Technical College, where students don't just study business — they run it. When he's not working with clients, teaching, or refining trading models, Tim's likely on the golf course, mountain biking at Galbraith, skiing at Mt. Baker, or coaching youth soccer. He lives in Bellingham with his family.
A 15-minute conversation: your situation, what you're trying to solve, current allocation. No pitch, no paperwork. We tell you honestly whether we're a fit.
An hour-long working session. We build a draft Investment Policy Statement, walk you through how the engine would manage your specific portfolio, and answer every question. You leave with the strategy in writing.
Open or transfer to your custodian (Schwab or Interactive Brokers). Sign the advisory agreement and Investment Policy Statement. Receive Form ADV Part 2A and Privacy Policy.
Asset transfers complete (typically 5–10 business days). We assess existing holdings, plan the transition trade by trade with tax sensitivity, and execute over a defined window.
The engine takes over day-to-day. You see live activity in your portal. Your first written commentary lands at the start of the next month. Your first review meeting is scheduled within 90 days.
Specific question we haven't answered? Book a 15-minute call — most things are easier to discuss than to read.
Book a 15-min call →Fifteen minutes. We learn about your situation, you learn how Stock Pro actually works. If we're a fit, we book a deeper strategy session. If not, we point you somewhere that is.