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Managed Accounts
Are you looking for portfolio diversification without having to master all the intricacies of a new market?
Has diversifying your portfolio with something other that stocks been on your mind lately?
Which CTA or mix of CTAs should you use to best complement your financial portfolio?
Professionally managed futures provide an attractive stand-alone investment, add profound diversification, potentially increase performance, and balance an overall investment portfolio.
With practically a zero correlation to stocks, professionally managed futures is considered by many to be the ideal investment to properly diversify a stock and bond portfolio. Particularly today, with many believing the boom times in stock market to be over, diversification with managed futures is much more attractive.
Whether you are new to alternative investments or simply don’t have the needed time to research the multitude of systems and advisors available today, PFG has your solution. This solution may include several different trading systems, Commodity Trading Advisors, and/or cash positions. PFG’s managed services allow the individual investor to participate in the benefits of alternative investments without the enormous time, expense, and hassle of sorting through thousands of trading systems and advisors on your own.
PFG is a recognized industry leader in distribution of quality, institutional-type alternative investments to its retail investor base, whose needs are largely unaddressed in the managed funds arena. PFG is committed to identifying and developing quality, alternative managers - emerging CTA talent - as evidenced in the success of and continuation of the annual CTA Challenge.
PFG’s Managed Futures Division builds long-term relationships with select CTAs in order to permit clients and investors the opportunity of expanding their portfolio allocations beyond equities and bonds into futures and foreign exchange. PFG continually reviews the qualifications of top trading advisors in order to identify, and to help you select the right match for your particular account size, market focus and trading style.
These accounts, which are also eligible for most IRAs, can provide access to at least 50 different futures markets worldwide. Managed programs are true diversifiers because returns are not correlated with stock prices or interest rates, and also because they have the potential to do well during all phases of the economic cycle. Unlike other asset classes, where profits depend solely on price appreciation, opportunities in futures exist in both rising and falling markets, in areas all around the world. Strategies employing options on futures contracts also allow for profit potential in flat or neutral markets.
Your PFG broker will help you to determine your investment objectives, tolerance for risk, and investing time horizon. After obtaining a thorough understanding of your investing profile, our experienced staff will work with you to help you find an alternative investment solution that suits your financial objectives and risk parameters. We will explain everything you need to know about the programs, and keep in touch with you after you open your account.
Contact us today for a free, no-obligation consultation and learn more about how we can assist individuals who are serious about optimizing their trading results, regardless of their level of experience. We work with you to put together a trading plan that will provide you with the highest quality service at the most reasonable rate.
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DISCLAIMER: This material and any views expressed herein are provided for informational purposes and should not be construed in any way as an endorsement or inducement to invest with any CTA or program mentioned. Before seeking any advisor’s services or making an investment in a fund, investors must read and examine thoroughly the respective disclosure document or offering memorandum. Performance depicted herein is based upon information that has been provided by sources believed to be reliable. Such information has not been independently reviewed or audited by Peregrine Financial Group, Inc. (PFG) or its affiliates and therefore, Peregrine Financial Group, Inc. (PFG) and its affiliates makes no representation as to its accuracy. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURES RESULTS. FUTURES TRADING IS SPECULATIVE AND INVOLVES RISK OF SUBSTANTIAL LOSS.