The term "Managed Futures" defines an industry that is made up of professional money managers known as Commodity Trading Advisors (CTA) that trade client funds on a discretionary basis using a variety of alternative investment strategies. This is very similar to investing in an equities mutual fund. There are, however, a couple major differences. The first has to do with the fact that Commodity Trading Advisors strictly trade in the commodity futures markets. The other difference is that the CTA can use a wide range of trading strategies that are not available in traditional mutual funds.
Many studies have shown a diversified investment portfolio, which includes managed futures, will perform better than a portfolio made up exclusively of stocks and/or bonds.
According to the Chicago Mercantile Exchange, the amount of money invested in managed futures has grown from just over $310 million in 1980 to over $200 billion in 2011. One major reason for this tremendous growth has to do with the recent flurry of academic research reports that have accentuated the following benefits of this new investment vehicle...
By diversifying your investments with managed futures, you may reduce your overall portfolio risk while enhancing your overall portfolio returns, in any given economic environment.
The Epoch3 Managed Futures Program was developed from a culmination of the program managers proprietary trade results, technical analysis, market research and fundamental/seasonal information. After extensive testing, the Epoch3 program was made ready for public investor participation in 2009.
The Epoch3 program will strive to profit in the foreign currencies, equity indices, grains, financial's and foods softs markets. Additional strategies will be utilized to control risk and/or with the intention of optimizing capital exposure in the markets. At this time, only those markets listed and traded on U.S. futures exchanges will be traded. Minimum program participation investment: $20,000.
The Medallion Managed Futures Program was derived from the Epoch3 program and is a more aggressive program with higher returns as a goal to this program. The Medallion program was made ready for public investor participation in 2009.
The Medallion program will trade in the foreign currencies, equity indices, grains, financial's and foods softs markets through futures contract and futures option contract positions. Additional strategies will be utilized to control risk and/or with the intention of optimizing capital exposure in the markets. At this time, only those markets listed and traded on U.S. futures exchanges will be traded. Minimum program participation investment: $50,000.
Click Here to download our latest managed futures disclosure document.
Both managed futures programs are now opened to qualified investors and requires a minimum initial investment of $20,000.00 for the Epoch3 program and $50,000.00 for the Medallion program. As per NFA (National Futures Assoc.) regulations, all investors must read and acknowledge the program's Disclosure Document which contains full details of the program including an outline of the risks involved in this type of investment and the current performance results for each program.
Once your Disclosure Document account forms and new commodity futures trading account forms have been received and processed, you will be contacted with your personal account information.
Additionally, you may request to have our complete
Managed Futures Account forms sent to you by email or regular mail. Please Click Here to access our Information Request Form.
If you have any questions or concerns, please feel free to contact our
offices by phone toll free at 1-866-892-2030.
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THERE IS SIGNIFICANT RISK OF LOSS WHEN TRADING FUTURES AND OPTIONS. ALWAYS REVIEW A DISCLOSURE DOCUMENT BEFORE INVESTING IN ANY MANAGED FUTURES PROGRAM.