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  • FCB97114-C0C0-4723-9A97-0FE952A895DC 312 795-0988
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  • ACCOUNTS
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    • Alternative Assets
      • Syndications and Crowdfunding
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      • Lending
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Disclaimer

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BY CLICKING ON THE “CONTINUE” BUTTON BELOW, I AGREE THAT IRA CLUB:

  1. Does not explicitly or implicitly endorse, recommend, or approve of any third-party content provided by Proxy Financial Corp or its affiliates.
  2. Does not evaluate, review, monitor, recommend, warrant, guarantee or otherwise endorse the legality, tax treatment, propriety, performance or reliability of any investment, service, statement, opinion, web site pages or other representation provided by Proxy Financial Corp or its affiliates.
  3. IRA Club its employees, officers and their families shall not be liable for any misinformation, misrepresentation, negligence, act, omission, investment results or any wrongdoing of Proxy Financial Corp or its affiliates.
  4. I acknowledge that I, either alone or with my professional advisers, have such knowledge and experience in financial and business matters that I am capable of evaluating the merits and risk of an investment and have the capacity to protect my own interest in connection with any proposed investment.

I acknowledge that all investments have risks. I further agree that I am solely responsible for performing my own research and Due Diligence when making any investment using my IRA Club Tax Qualified account.

I understand that I may consult my own legal, financial, tax, or investment professionals before evaluating and potentially selecting any investment opportunities I make in an IRA Club Tax qualified Account.

I, on behalf of myself and my heirs hold IRA Club, and it affiliates harmless should the investment(s) I select underperform.

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Proxy Financial Corp

Company Overview

Proxy was founded because of the realization that financial services, in the greatest economy in the modern world, still falls short in many ways. To address this, over the last 5 years Proxy has built an ecosystem of 5 divisions covering 34 different products and services offered by over 70 teammates and 200 business partners worldwide. We continue to grow because financial professionals join us and businesses partner with us when they see what is possible and realize they can do more to serve their clients. Into the future our story will be defined by our push to continue to be a thought leader for the way financial services should and will be done as the industry is forced to evolve over time. This is all possible because our team shares a common thread, that only one thing matters, the client. It is our north star. It governs everything we do. We call it “The Proxy Way”



To schedule a complimentary financial review, click the website link below.
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Investment Strategy

Proxy understands that the financial services industry lacks the ability to innovate. It also lacks qualified buyers for aging businesses that now sum nearly 97 trillion in assets. This leads to an industry with a high supply of specialized businesses with profit margins of ~60% and sales multiples of less than 3x, but comparatively few capable buyers. Over the past 5 years Proxy has built a platform that has proven it can and wants to both incorporate smart innovation and acquire all types of financial services businesses. All of this while creating a culture that is incredible at retaining revenue and a platform that increases bottom line multiples through 34 different products and services. This investment strategy now allows others to participate in these acquisitions.
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Details

Investor Capital Managed

$562,000,000

Principal Experience

18 years

Strategies Employed

Multi-Strategy

Available to

Accredited and non-accredited

Offering Types

Multi-Strategy, Private Equity

Primary Markets

Nationwide & Worldwide

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Investment Archive

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Proxy’s Business Acquisition Debt Fund

Proxy’s Business Acquisition Debt Fund is offering an 8% dividend to its investors, paid quarterly for a 5-year term. The fund will lend that money to acquire businesses in exchange for participation in the business’ revenue. Invested capital waiting to be lent for an acquisition will appreciate at a rate of 4.5% inside of our deployment interest account to ensure your investment is always at work. With Proxy’s platform and ecosystem, and the demand missing in a heavily supplied industry begging for innovation, the next 10 years will be a critical time to capture strong and dependable margins thru acquisition. Only those capable and capitalized will be able to do so.
This Investment Opportunity is no longer available
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IRA Club is offering an exclusive, all-in-one process assisting investors and clients to answer the question we hear time and time again, “What do I do with my IRA or Solo 401(k)?”. Let us help start the educational journey towards your future.

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Did you know there are hundreds of interesting and potentially profitable investments you can make tax-deffered or tax-free within a retirement plan?

Generally, current plans from your employer aren't eligible for transfer until you are no longer employed by them. Until then...

IRA Club is offering an exclusive, all-in-one process assisting investors and clients to answer the question we hear time and time again, “What do I do with my IRA or Solo 401(k)?”. Let us help start the educational journey towards your future.

Access The IRA CLUB INVESTOR'S Kit

 

Access and Register to Free Eductional Events

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The clearing broke that IRA Club uses does not support mutual funds. Please liquidate those positions before completing this ACATS transfer request. If you are not sure what your money is currently invested in, we highly suggest you contact your existing broker to find out.

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A. I currently hold (or am now in the process of opening) an account with IRA Club.
B. The designated third party on this form may seek information regarding the above-captioned account.
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