A Review of Your Needs

Working with you involves first and foremost a deep understanding of your needs. We begin every institutional relationship by discussing your existing portfolio, existing resources and goals. From here, we may be able to structure a number of different working relationships to best suit you.

Working With ManagedFutures.com

Access to Our Managed Futures Software and Tools

After registering and speaking with us, we can provide our institutional clients with access to our technology, including tools that will allow you to easily review and analyze the hundreds of CTAs that we track. In particular, we work with you using our sophisticated analytical software package ITRNet, which Altegris uses to help analyze performance data on the products we track, including all of the CTAs on our platform of approved products.

Consulting Relationships to Help You Find CTAs

Whether you are interested in the managed futures programs from our recommended platform or other managed futures programs, we are able to structure a consulting arrangement with you, if desired. This arrangement typically includes search services, analysis and recommendations, relying heavily on the significant experience of our principals and the managed futures experts we have in-house. Deliverables for these arrangements may include quarterly reports, written portfolio reviews, individual product analysis, and other ad-hoc opinions and advice.

Help Monitoring Your Investments

Tracking and monitoring is a key element of successful portfolio management. After investing in a product in our platform, Altegris institutional 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 350 CTAs.

Monitor Your Investments

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

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. Although Altegris may give advice that is incidental to its 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. This enables Altegris to offer hedge funds, futures funds and individually managed accounts without charging fees above those charged by the CTAs, funds or managers.