Multi-Advisor Approach
At HCM, we believe it is prudent to NOT put all of your eggs in one basket! Such is our approach when we educate our Introducing Brokers on how to build Managed Futures portfolios for their clients.
MULTI-STRATEGY PORTFOLIO FLASH REPORT
(click here to see sample report) |
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.
We train the IB how to select certain CTAs from this stable of CTA programs so that they can build Managed Futures portfolios for their clients. We then educate the IB how to mix and match different dollar amount allocations to those selected CTAs whose market focus and trading style is different from one another inside their clients’ managed futures portfolio.
We believe that through extensive CTA diversification coupled with understanding your clients performance expectations and risk tolerance level, HCM can help you, the financial professional, increase your clients performance return and reduce their portfolio volatility risk by creating a diversified portfolio of CTA Program investments tailored for your specific clients.
Your process of working with your clients will be four (4) fold:
| 1. |
You EDUCATE the client on investment opportunities with Managed Futures |
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| 2. |
You help the client UNDERSTAND investment experience & risk tolerance |
| 3. |
You DESIGN the client portfolio allocation |
| 4. |
You MONITOR & REVIEW client portfolio performance |
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