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Why You Should Be Investing In Managed Futures . . .
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 a 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 2009. 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...
- Managed Futures has the potential to enhance returns of your investment portfolio
- Managed Futures has the potential to reduce the overall risk of your investment portfolio
- Managed Futures has the ability to profit from any type of economic market environment – good or bad
- Managed Futures provides for the ease of global diversification
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.
Our Managed Futures Trading Programs . . .
The Epoch3 Program
The Epoch3 Managed Futures Program was developed from a culmination of the fund 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.
The Epoch3 fund 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. |
Feb 2010 Return |
2010 YTD Return |
Since Inception |
+7.30% |
+3.65% |
+42.21% |
The Medallion Program
The Medallion Managed Futures Program was derived from the Epoch3 program and is a more aggressive fund with higher returns as a goal to this program. The fund was made ready for public investor participation in 2009.
The Medallion fund 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. |
Feb 2010 Return |
2010 YTD Return |
Since Inception |
+12.61% |
+17.67% |
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Click Here to download our latest managed futures disclosure document.
3 Steps to Opening an Account . . .
Both funds are now opened to qualified investors and requires a minimum initial investment of $15,000.00 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 funds Disclosure Document which contains full details of the fund including an outline of the risks involved in this type of investment and the current performance results for each program.
- Download and review the Epoch3 & Medallion Managed Futures Funds Disclosure Document by Clicking Here
Please note, the Disclosure Document is in Adobe's PDF format and requires a PDF reader installed on your computer. If you do not have Adobe Acrobat Reader, please Download Adobe Acrobat Reader Free
- Complete the necessary account forms contained in the fund's Disclosure Document to open an account.
- Complete the new account application forms to open a commodity futures trading account by Clicking Here . Both the fund's Disclosure Document account forms and the commodity futures trading account forms are to be sent to the commodity futures broker, along with your initial investment, for processing.
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 emailed to you.
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.
RISK DISCLOSURE:
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. |
