Sign up now for a FREE CTA Consultation

with one of our CTA Specialists.  We evaluate over 600 CTAs annually and can provide portfolio advice whether you are in one CTA or several CTAs.

If you are currently invested in a CTA that has not met your expectations please contact us and setup an appointment to review your alternatives.

We offer independent advice on any CTA.  Our loyalty is to our clients and their portfolio’s performance.  If a CTA drops below the standards we deem appropriate for investment, we will not hesitate to recommend removing client funds from that program.

Identifying new CTAs. Diversifying a CTA portfolio. Re-leveraging a CTA portfolio to maximize performance. Independent reviews of all CTAs.

Are looking to invest in a CTA. Currently have a CTA account with a brokerage. Have been with the same CTA for over 3 years. Are unsatisfied with your current CTA Returns. Don’t feel your CTA portfolio is diversified by markets and strategy.

What are CTAs and Managed Futures?

The term Managed Futures describes an industry made up of professional money managers known as commodity trading advisors (CTAs). These trading advisors manage client assets on discretionary basis using global futures markets as an investment medium. Trading advisors take positions based on expected profit potential.

Investment management professionals have been using Managed Futures for more than 30 years. More recently, institutional investors such as corporate and public pension funds, endowments and trusts, and banks have made Managed Futures part of a (well-diversified portfolio).

The growing use of Managed Futures by these investors may be due to increased institutional use of the futures markets. Portfolio managers have become more familiar with futures contracts. Additionally, investors want (greater diversity) in their portfolios. They seek to increase portfolio exposure to international investments and nonfinancial sectors, an objective that is easily accomplished through the use of global futures markets.

RISK DISCLOSURE: ANY PERFORMANCE INCLUDED HEREIN IS BASED UPON INFORMATION THAT HAS BEEN COMPILED BY CTAGUIDE.COM FROM CTA DISCLOSURE DOCUMENTS AND BY THIRD PARTY INDEPENDENT CTA TRACKING SERVICES SUCH AS BARCLAY GROUP, LTD. SUCH INFORMATION HAS NOT BEEN INDEPENDENTLY REVIEWED OR AUDITED BY CTAGUIDE.COM OR ITS AFFILIATES AND THEREFORE NEITHER CTAGUIDE.COM NOR ITS AFFILIATES MAKE ANY REPRESENATION AS TO ITS ACCURACY OR COMPLETENESS.

THIS MATERIAL MENTIONS SERVICES WHICH RANK THE PERFORMANCE OF COMMODITY TRADING ADVISORS. PLEASE NOTE THAT THE RANKINGS ONLY APPLY TO THOSE CTAS WHO SUBMIT THEIR TRADING RESULTS. THE RANKINGS IN NO WAY PURPORT TO BE REPRESENTATIVE OF THE ENTIRE UNIVERSE OF COMMODITY TRADING ADVISORS. THE MATERIAL IN NO WAY IMPLIES THAT THESE RESULTS ARE OFFICIALLY SANCTIONED RESULTS OF THE COMMODITY INDUSTRY.

CFTC RISK DISCLOSURE STATEMENT
THE RISK OF LOSS IN TRADING COMMODITIES CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

THE HIGH DEGREE OF LEVERAGE THAT IS OFTEN OBTAINABLE IN COMMODITY TRADING CAN WORK AGAINST YOU AS WELL AS FOR YOU. THE USE OF LEVERAGE CAN LEAD TO LARGE LOSSES AS WELL AS GAINS.

IN SOME CASES, MANAGED COMMODITY ACCOUNTS ARE SUBJECT TO SUBSTANTIAL CHARGES FOR MANAGEMENT AND ADVISORY FEES. IT MAY BE NECESSARY FOR THOSE ACCOUNTS THAT ARE SUBJECT TO THESE CHARGES TO MAKE SUBSTANTIAL TRADING PROFITS TO AVOID DEPLETION OR EXHAUSTION OF THEIR ASSETS. THE DISCLOSURE DOCUMENT CONTAINS A COMPLETE DESCRIPTION OF THE PRINCIPAL RISK FACTORS AND EACH FEE TO BE CHARGED TO YOUR ACCOUNT BY THE COMMODITY TRADING ADVISOR ("CTA").

THE REGULATIONS OF THE COMMODITY FUTURES TRADING COMMISSION ("CFTC") REQUIRE THAT PROSPECTIVE CUSTOMERS OF A CTA RECEIVE A DISCLOSURE DOCUMENT WHEN THEY ARE SOLICITED TO ENTER INTO AN AGREEMENT WHEREBY THE CTA WILL DIRECT OR GUIDE THE CLIENT'S COMMODITY INTEREST TRADING AND THAT CERTAIN RISK FACTORS BE HIGHLIGHTED. THIS DOCUMENT IS READILY ACCESSIBLE AT THIS SITE. THIS BRIEF STATEMENT CANNOT DISCLOSE ALL OF THE RISKS AND OTHER SIGNIFICANT ASPECTS OF THE COMMODITY MARKETS. THEREFORE, YOU SHOULD PROCEED DIRECTLY TO THE DISCLOSURE DOCUMENT AND STUDY IT CAREFULLY TO DETERMINE WHETHER SUCH TRADING IS APPROPRIATE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. YOU ARE ENCOURAGED TO ACCESS THE DISCLOSURE DOCUMENT BY CLICKING THE LINKS PROVIDED UNDER EACH OF THE RESPECTIVE CTAS. YOU WILL NOT INCUR ANY ADDITIONAL CHARGES BY ACCESSING THE DISCLOSURE DOCUMENT. YOU MAY ALSO REQUEST DELIVERY OF A HARD COPY OF THE DISCLOSURE DOCUMENT, WHICH WILL ALSO BE PROVIDED TO YOU AT NO ADDITIONAL COST. THE CFTC HAS NOT PASSED UPON THE MERITS OF PARTICIPATING IN ANY OF THESE TRADING PROGRAMS NOR ON THE ADEQUACY OR ACCURACY OF ANY OF THESE DISCLOSURE DOCUMENTS.

OTHER DISCLOSURE STATEMENTS ARE REQUIRED TO BE PROVIDED YOU BEFORE A COMMODITY ACCOUNT MAY BE OPENED FOR YOU.