Stage 2: Building Your Portfolio
With a wide variety of quality funds to select from, we build a portfolio that’s truly tailored to your investment needs.
Our 5-step portfolio customization process:
Analyze your current portfolio and investment goals.
Develop a managed futures strategy that complements your portfolio as a whole.
Select the managers and funds that are right for you.
Review and fine-tune the portfolio together, making sure you understand and approve the manager selection and allocation.
Set up your customized portfolio on our platform and transfer funds to third-party custodian.