Platform Service Listings

Investment Access

• Multi-Manager Investment Programs
• Single Manager Investment Programs
• Liquidity
• Transparency
• Limited Liability
• Custom Portfolio Development Consulting
• Cash Management Options

Due Diligence

• Performance/Risk Manager Pre-Screening
• Trading Strategy Analysis
• Trading Execution Analysis
• Criminal Background Checks
• Financial Background Checks
• Industry Background Checks

Risk Management

• Real-Time Risk Management
• Delayed Risk Management
• Manual Monitoring

Data/Research

• Daily Account Pricing
• Monthly ROR
• Basic Qualitative Analysis
• Basic Quantitative Analysis
• Manager Newsletters
• Intra-day Market Updates

Operations/Accounting/Administration

• Complete Back-Office Support
• New Account Paperwork Screening
• Broker-Dealer/RIA Industry Registration Assistance
• Series 3 and/or Series 31 Test Training

Fees/Pricing

• Competitive Wholesale Pricing
• Breakpoint Pricing
• Portfolio Level Fees

Futures trading involves a high degree of risk and may not be suitable for all investors.

Past performance is not indicative of future results.