Portfolio & Investment Management Services

Our comprehensive array of financial services can help you invest and manage your wealth. Your assets will be managed by our Registered Investment Advisors (RIAs), Commodity Trading Advisors (CTAs) and independent money managers which we have carefully selected to match your investment criteria. Our Private Client Group provides highly customized financial advice, investment solutions utilizing equities, fixed income and derivatives to individuals, families and foundations with $10 million or more in investable assets.

Hedge Funds & Fund of Hedge Fund Investing

Hedge funds and fund of hedge funds are becoming an increasingly important addition to investment portfolios. We can provide high net worth investors such as accredited investors, qualified purchasers, ECPs and QEPs with access to a broad array of hedge funds and fund of hedge funds that specialize in over-the-counter foreign currencies, exchange traded commodity futures, securities and other securities derivatives.

Capital Raising for Asset Managers

Our capital introductions services provide established and tenure portfolio managers and traders in search of investment and seed capital with a uniquely customized and highly efficient approach to connecting the right investors to the portfolio managers.

Derivatives-Based Managed Account Programs

Our Managed Programs are designed to produce consistent low volatility returns and achieve a substantial degree of overall risk reduction in your investment portfolio. Adding our Managed Programs to your portfolio of stocks, bonds or hedge funds could reduce your portfolio's standard deviation since there is a relatively low correlation between the performance of futures prices and foreign exchange rates versus stock prices or interest rates, however, the risk of loss is always possible.