Multi-Advisor Approach
At HCM, we believe it is prudent to NOT put all of your eggs in one basket! Such is our approach to building Managed Futures portfolios for our clients.
Through extensive due diligence and ongoing monitoring, HCM selects specific commodity trading advisors (CTAs) to represent based upon certain criteria including: performance, experience, market sector focus, investment style and account size.
When we build Managed Futures portfolios for our clients, we select from this stable of established CTA Programs. We mix and match different dollar amount allocations to those selected CTAs whose market focus and trading style is different from one another inside our clients’ Managed Futures portfolio.
We believe that through extensive CTA diversification coupled with understanding our clients performance expectations and risk tolerance level, HCM can help increase our clients performance return and reduce their portfolio volatility risk by creating a diversified portfolio of CTA Program investments tailored for that specific client.
Our process of working with our clients is four (4) fold:
| 1. |
We EDUCATE the client on investment opportunities with Managed Futures
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| 2. |
We help the client UNDERSTAND investment experience & risk tolerance |
| 3. |
We DESIGN the client portfolio allocation |
| 4. |
We MONITOR & REVIEW client portfolio performance |
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