When you’re ready to add alternatives to your portfolio, our team of advisors is here to guide you.

CTA Research & Selection

Interested in what managed futures can do for you? We’ll work with you for free to find Commodity Trading Advisors (CTAs) whose programs suit your investment goals. No contracts. No obligations.

Initial Consultation

Our process begins with a consultation where we review your current investments and explore what you’d like to achieve with your alternative investment portfolio. We take the time to understand your investment goals, timeframe, tolerance for risk, and the rate of return you’d like to achieve. Once we thoroughly understand your objectives, we move on to CTA selection.

CTA Research & Evaluation

Drawing on our in-depth industry knowledge, we help you identify managers that best suit your investment goals. Then we analyze each potential strategy in detail, set up meetings with the managers you’re interested in, and conduct a thorough qualitative and quantitative vetting process.

Portfolio Design

After we’ve honed in on the right managers for you, we work to construct a well-diversified portfolio that complements your existing allocations and matches your personal risk-return profile. Next, we review the portfolio together and answer any remaining questions you might have. When you’re confident with the result, you can choose to open an account.

Our CTA research and selection process is 100% free of cost and obligation. You decide when and if you want to move forward, and put the power of managed futures to work for you.