Monitor Your Investment

Tracking and monitoring is a key element of successful portfolio management. After establishing a limited trading authorization account, you are given full access to all trades carried out in your account in real time, which provides access to summaries and details of account performance by email, sms, blackberry or fax.

Length of Agreement

The agreement runs on a month to month basis but can be canceled by either party at any time. This way you have complete flexibility to opt in or out of the managed futures platform any time.

Leverage Our Expertise

As a high net worth investor, you’re likely already aware of the potential benefits of having managed futures as a part of your portfolio. For many of the investors we work with, the problem may be finding and monitoring the right managed futures platform, especially given limited resources.

As an individual investor looking to find a quality managed futures platform, there are several ways we can work with 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, we  can discuss with you some possible ways to help.

To provide you with the most comprehensive and complete understanding of managed futures platforms, CFA offer a portfolio review. This review, which is 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.

Why Oil and Gold Futures

Oil and gold are the two hottest commodities in the futures market for several reasons:

Oil is a limited resource. Once the worldwide supply of oil is used up, it's gone, making it likely that, in the long run, the prices of oil will continue to rise.

Demand for oil keeps increasing. Demand for oil around the world is increasing because so many countries that used to be rural are modernizing and becoming urban. China and India alone have increased oil consumption by approximately 10% each year for the past several years and show no signs of reversing this trend.

Gold is a monetary metal whose price is determined by inflation, by fluctuations in the dollar and U.S. stocks, by currency-related crises, interest rate volatility and international tensions, and by increases or decreases in the prices of other commodities.

Gold is renowned as a hedge against inflation. The most consistent factor determining the price of gold has been inflation - as inflation goes up, the price of gold goes up along with it. Gold is bought and sold in U.S. dollars, so any decline in the value of the dollar causes the price of gold to rise.

The U.S. dollar is the world's reserve currency - the primary medium for international transactions, the principal store of value for savings, the currency in which the worth of commodities and equities are calculated, and the currency primarily held as reserves by the world's central banks.

Gold is a safe haven. Despite the fact that the United States is the world’s only remaining superpower, there are a myriad of problems festering around the world, any one of which could erupt with little warning. Gold has often been called the "crisis commodity" because it tends to outperform other investments during periods of world tensions. The very same factors that cause other investments to suffer cause the price of gold to rise.

Supply and demand, demand is outpacing supply across the board. Gold production is declining. Gold output in South Africa, the world's largest gold producer, fell to its lowest level since 1931 this past year as the rand's gains prompted Harmony Gold Mining Co. and rivals to close mines despite 16 year highs in the gold price.

India is the largest gold-consuming nation in the world. China, on the other hand, has the fastest-growing economy in modern history. Both India and China are in the process of liberalizing laws relating to the import and sale of gold in ways that will facilitate gold purchases on a mammoth scale.

China is teaching the West something new. Its economy, growing at 9 percent per year, is expected to become the second largest in the world by 2020, behind only the United States. Last year Americans spent $162 billion more on Chinese goods than the Chinese spent on U.S. products. That gap has been growing by more than 25 percent per year.

 Intrinsic value, another reason investors look to gold as an asset class is because it will always maintain an intrinsic value. Gold will not get lost in an accounting scandal or a market collapse.

Diversification, the most effective way to diversify your portfolio and protect the wealth created in the stock and financial markets is to invest in assets that are negatively correlated with those markets. Gold is the ideal diversifier for a stock portfolio, simply because it is among the most negatively correlated assets to stocks.

Had you invested $10,000 in gold bullion in 1999, your initial investment would have grown to $38,300 by 12/31/09 – a 283% percent increase. That same $10,000 investment in stocks of the S & P index would have lost $1,400.  a 14% loss.