The Stock Pro Portfolio Series

Powered by Machine Learning. Guided by Experience.

The Stock Pro Portfolio Series combines advanced analytics, adaptive AI, and disciplined investment design to deliver data-driven equity portfolios that evolve with the market. Each tier represents a distinct balance of innovation, precision, and risk tolerance—offering investors a tailored path toward performance.

Stock Pro (Core)

Objective: Capture market trends and momentum through predictive analytics that identify high-confidence opportunities for growth while maintaining disciplined risk management.

Strategy: Stock Pro applies proprietary machine-learning models to analyze broad market data, forecast price movements, and adjust positions dynamically. The algorithm continuously refines its insights to align with current conditions, integrating both quantitative and traditional fundamentals.

Risk Profile: Moderate

Blends innovation with prudence—ideal for investors seeking steady exposure to equities enhanced by modern analytics.

Investor Fit: For investors who want to participate in AI-driven strategies without abandoning traditional diversification principles. Suitable for medium-term horizons and balanced growth objectives.

Stock Pro+ (Advanced)

Objective: Enhance performance potential through deeper feature engineering, expanded data inputs, and machine-learning optimization designed to outperform traditional strategies.

Strategy: Stock Pro+ employs refined predictive models that dissect complex market relationships, adjusting allocations with greater speed and precision. Using advanced optimization techniques, it seeks to identify mispriced opportunities and capitalize on short-term inefficiencies.

Risk Profile: Moderate Designed for investors comfortable with moderate volatility in pursuit of above-market returns.

Investor Fit: Ideal for tech-forward investors who appreciate the sophistication of algorithmic decision-making and want a more active, growth-oriented portfolio powered by advanced AI analytics.

Stock Pro Elite (Aggressive Sleeve)

Objective: Pursue aggressive growth through next-generation reinforcement-learning models that continuously adapt to market dynamics in real time.

Strategy: Stock Pro Elite leverages a high-frequency reinforcement-learning framework to identify and reweight high-potential positions as conditions shift. Its goal is to maximize risk-adjusted returns by optimizing portfolio balance between expected performance and volatility across innovation-driven sectors.

Risk Profile: High Aimed at investors seeking an aggressive growth sleeve with significant upside potential and tolerance for short-term swings.

Investor Fit:

Best suited for sophisticated investors who want to harness state-of-the-art AI systems for portfolio management. Stock Pro Elite embodies the frontier of intelligent investing—dynamic, adaptive, and relentlessly focused on performance.

Summary

The Stock Pro Series represents the intersection of technology and disciplined investing. From the balanced analytics of Stock Pro, to the high-octane precision of Stock Pro Elite, each portfolio reflects a different level of conviction and computational intelligence. Together, they empower investors to navigate evolving markets with data-driven confidence.

Disclaimer

Investment in securities involves risk, including the potential loss of principal. Past performance does not guarantee future results. The Stock Pro Series portfolios are designed for informational and illustrative purposes only and do not constitute personalized investment advice. Investors should assess their financial objectives, time horizon, and risk tolerance before investing.

Stock Pro Daily Updates

Terms of Service Agreement

Please read carefully. This Agreement governs your use of the Stock Pro Daily Updates subscription service offered by Brockman Capital Management, LLC DBA Stock Pro (“Company,” “we,” “us,” or “our”) through its website at www.GoStockPro.com (the “Website”). By enrolling in or using any of our subscription services, you agree to the terms below.

1. Scope of Service

Stock Pro Daily Updates is an informational subscription service that delivers daily market commentary and model-portfolio insights derived from our proprietary algorithms: Stock Pro, Stock Pro+, and Stock Pro Elite.

• Stock Pro ($79/month): Core model providing machine-learning-driven equity trend analysis.

• Stock Pro+ ($89/month): Advanced model offering refined signals and optimization analytics.

• Stock Pro Elite ($99/month): Aggressive sleeve employing dynamic reinforcement-learning forecasts.

Subscribers receive daily email updates summarizing market movements, model outputs, and more. No individualized investment advice or trading instructions are provided.

2. Educational and Informational Purpose Only

All content distributed through the Stock Pro Series subscriptions is intended solely for educational and informational purposes. It is not intended as investment advice, recommendation, or solicitation to buy or sell securities. You are responsible for evaluating and making your own investment decisions.

3. Not Financial, Legal, or Tax Advice

While Brockman Capital Management, LLC is a registered investment adviser, the Stock Pro subscription services do not constitute personalized advice. The content provided does not replace professional advice from your financial, legal, or tax advisors. You should consult those professionals before acting on any information contained in our updates.

4. Personal Responsibility

By subscribing, you acknowledge that you are solely responsible for how you use the information provided. You agree to exercise your own judgment and due diligence in making investment or financial decisions.

5. No Guarantees or Performance Claims

We make no guarantees regarding accuracy, profitability, or future results. Model outputs are based on historical data and algorithmic forecasting techniques that carry inherent uncertainty. Past performance is not indicative of future returns.

6. Subscription Fees and Payment

• Stock Pro: $79 per month

• Stock Pro+: $89 per month

• Stock Pro Elite: $99 per month

Payments are processed securely through our website. The Company does not take custody of client funds or deduct fees directly from brokerage accounts. Subscriptions renew automatically each month unless canceled in accordance with Section 11.

7. No Execution or Custody

Brockman Capital Management, LLC does not execute trades, place orders, or custody funds in connection with this subscription. Subscribers manage their own accounts and custodians independently.

8. Risk Disclosure

Investing in securities involves risk, including the possible loss of principal. Algorithmic or model-based forecasts are subject to error, data limitations, and market volatility. You should invest only after considering your personal financial situation and risk tolerance.

9. Taxes

Investing and trading may create tax obligations. We do not provide tax advice. Please consult a qualified tax professional for guidance.

10. Intellectual Property

All materials, data, and content distributed through Stock Pro Daily Updates are the property of Brockman Capital Management, LLC and protected under copyright and trademark law. Stock Pro is a registered trademark of Brockman Capital Management, LLC. You may not share, reproduce, sell, or redistribute any content without prior written permission.

11. Termination and Cancellation

Either party may terminate this Agreement at any time with 14 days’ written notice (email is acceptable). If you cancel within 14 days of initial purchase, you are entitled to a full refund. After that period, cancellations apply to future billing cycles only.

12. Refund Policy

Your satisfaction is important. Full refunds are available within 7 days of the initial purchase date. No other refunds or warranties are offered.

13. Arbitration and Dispute Resolution

Any dispute arising from this Agreement shall be resolved by binding arbitration in Bellingham, Washington, under the rules of the American Arbitration Association. The prevailing party shall be entitled to reasonable attorneys’ fees and costs. The sole remedy available through arbitration is refund of subscription payments made to date.

14. Applicable Law

This Agreement is governed by the laws of the State of Washington, except where pre-empted by federal securities law. Nothing in this Agreement waives or limits compliance with the Washington Securities Act (RCW 21.20).

15. Contact

Brockman Capital Management, LLC DBA Stock Pro 2219 Rimland Dr #301 Bellingham, WA 98226 Email: support@gostockpro.com Phone: (360) 778-2340 Preferred contact method: email.

Stock Pro Privacy Policy

Effective Date: 01/01/2025

Stock Pro (“we,” “us,” or “our”) recognizes that protecting your personal and financial information is one of our most important responsibilities. We are committed to safeguarding the information you share with us and maintaining your trust through transparent, secure, and responsible data practices.

This Privacy Policy explains how we collect, use, protect, and disclose information about our clients and subscribers.

Information We Collect

We collect certain nonpublic personal information (“Customer Information”) so we can provide advisory and subscription services efficiently and accurately.

Customer Information may include:

• Information you provide on applications, forms, or our website — such as name, address, date of birth, Social Security number, income, investment objectives, and financial goals.

• Account and transaction data related to your interactions with us or with third parties you authorize (e.g., custodians, broker-dealers, clearing firms, or data providers).

• Information from consumer reporting agencies, public databases, or verification services used to maintain the accuracy of your records.

• Information provided voluntarily through our website, emails, or digital subscriptions such as Stock Pro Daily Updates.

We use this information solely to provide our investment advisory and subscription services, to maintain regulatory compliance, and to enhance client experience.

How We Protect Your Information

We restrict access to your personal information to employees and service providers who need it to perform their duties. Stock Pro maintains physical, electronic, and procedural safeguards that comply with federal and state privacy regulations to protect your nonpublic information against unauthorized access or disclosure.

Examples of our safeguards include encrypted data storage, secure transmission protocols, multi-factor authentication for staff access, and continuous system monitoring.

Information We Disclose

We do not sell or share your personal information for marketing purposes. We disclose nonpublic personal information only as permitted by law, and only to:

1. Facilitate business operations and provide authorized services (e.g., custodians, broker-dealers, or independent managers).

2. Respond to regulators, auditors, and professional licensing authorities conducting compliance reviews.

3. Share information with our attorneys, accountants, or consultants under confidentiality agreements.

4. Comply with lawful requests from governmental or regulatory agencies.

Third parties that receive information from us are prohibited from using it for any purpose other than providing contracted services to Stock Pro.

Former Clients

If you close your account or discontinue your subscription, we continue to protect your information in accordance with this Privacy Policy and applicable law.

Changes to This Policy

If we make material changes to how we collect or use your information, we will notify you in writing or through our website. Where applicable, you will be given an opportunity to limit or opt out of certain disclosures.

Your Rights

You may request access to or correction of your personal information maintained by Stock Pro by contacting us directly. We will respond promptly in accordance with applicable privacy laws.

Questions or Contact

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

Stock Pro 2219 Rimland Dr. #301 Bellingham, WA 98226 Phone: (360) 778-2340 Email: support@gostockpro.com