A Review of Your Goals

As an individual investor looking to find quality Commodity Trading Advisors and managed futures programs, there are several ways we can work with you. Regardless of which makes sense for you, all working relationships begin with a conversation and a review of your needs and goals. Whether you are simply gathering information or are looking to make an allocation, our experienced team members can discuss with you some possible ways to help.

Your Managed Futures Goals

A Review of Your Portfolio

As part of our commitment to providing investors with the most comprehensive and complete understanding of managed futures and alternative investment products, Altegris and ManagedFutures.com offer managed futures portfolio review services. These services, which are provided free of charge, enable investors to benefit from our deep knowledge in the managed futures, and can give insight into how managed futures can potentially improve the performance of a traditional portfolio.

Access to Our Managed Futures Software and Tools

After registering and speaking with one of our team members, we can provide you with access to our technology, including tools that will allow you to easily review and analyze the hundreds of CTAs that we track.

Helping You Choose and Invest With Suitable CTAs

If you decide you would like to make an investment in the managed futures portion of your portfolio, the ManagedFutures.com experts, in conjunction with the Altegris product review team, can help you. We can give you our recommendations regarding the CTAs chosen for the Altegris platform, and can also provide you with opinions regarding many of the hundreds of other programs not on our platform. In either case, our ManagedFutures.com team can help you through the investing process. Register to learn more about the CTAs on the Altegris platform.

Helping You Monitor Your Investments

Tracking and monitoring is a key element of successful portfolio management. After investing in a product, Altegris clients are given access to AltegrisNet, our proprietary client account software, which provides access to powerful snapshots, summaries and details of manager performance in a concise and easy-to-understand format.

Getting Started

Register today, or simply call (800) 828-5225, to speak with one of the experienced Altegris representatives about your managed futures needs. We look forward to hearing from you.

If you are an individual or institutional investor, register today to gain access to rankings and product snapshots for over 500 CTAs.

Monitor Your Investments

Altegris clients can easily track the investments they make on the Altegris platform.

Portfolio Allocation Proposal

For those customers who are considering investing or want to modify their allocations, Altegris can print a customized, easy to digest Portfolio Allocation Proposal to summarize the recommendation.

1200 Prospect Street, Suite 400, La Jolla, California 92037
Toll Free: 800-828-5225 | Phone: 858-459-7040 | Fax: 858-456-9209 | cta@altegris.com

There are substantial risks and conflicts of interests associated with managed futures and commodities accounts, and you should only invest risk capital. The success of an investment is dependent upon a CTA’s ability to identify profitable investment opportunities and to successfully trade. The identification of attractive trading opportunities is difficult, requires skill, and involves a significant degree of uncertainty. CTAs have total trading authority, and the use of a single CTA could mean a lack of diversification and higher risk. The high degree of leverage that is often obtainable in commodity trading can work against you as well as for you. The use of leverage can lead to large losses as well as gains. Returns generated from a CTA’s trading, if any, may not adequately compensate you for the business and financial risks you assume. You can lose all or a substantial amount of your investment. If you use notional funding, you may lose more than your initial cash investment. Managed futures and commodities accounts may be subject to substantial charges for management and advisory fees. It may be necessary for accounts that are subject to these charges to make substantial trading profits in order to avoid depletion or exhaustion of their assets. The disclosure document contains a complete description of each fee to be charged to your account by a CTA. CTAs may trade highly illiquid markets, or on foreign markets, and may not be able to close or offset positions immediately upon request. You may have market exposure even after the CTA has a request for closure or liquidation. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

Altegris, a FINRA and NFA member, offers various alternative investments, including hedge funds, futures funds and managed futures and commodities accounts, that may operate in commodities markets and foreign markets, among others. Altegris and/or its officers/partners may have a financial interest in such alternative investments. In working with clients, Altegris acts in its capacity as an SEC-registered Broker-Dealer and/or as a CFTC-registered Introducing Broker and CTA. Although Altegris may give securities-related advice that is incidental to its securities brokerage services, it is not an Investment Adviser. When acting as an Introducing Broker for individually managed accounts, Altegris receives a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. CTAs may also pay Altegris a portion of the fees they receive from accounts introduced to them by Altegris. When acting as a Broker-Dealer, Altegris enters into selling agreements with hedge funds and futures funds that it offers (including funds sponsored by affiliates), pursuant to which Altegris, with respect to the interests it sells, is paid a portion of the management and/or performance fees charged by the funds or their managers in respect of those interests. Altegris may also provide ongoing managed futures consulting services to its clients for a monthly service charge pursuant to individual managed account consulting arrangements.