Stage 1: Getting to Know You
Identifying Your Financial Goals
Before we build your portfolio, we need to understand your unique goals and expectations. We take the time to review and discuss your investment experience, your absolute return objectives, and your tolerance for risk and reward.
Exploring Your Investment Options
At the same time, we educate you on managed futures as an asset class, as well as the particulars of our investment platform and process. We want you to understand your options and feel comfortable with the strategy we develop together.