(1) Portfolio Diversification
Returns are uncorrelated with traditional asset classes, such as stocks, bonds and real estate. This offers the potential for positive returns during economic recessions and bear markets.
(2) High Return Potential
Clients have the flexibility to target higher returns, through the use of leverage, than is ordinarily possible when investing in traditional asset classes.
What Does This Mean For Our Clients?
Although each client’s situation is unique, we generally find that our clients have a large portion of their investments allocated to traditional asset classes. These individuals recognize the importance of diversifying one’s portfolio and are seeking a way to protect their assets in the event of an economic downturn.
Through an investment in our futures program, client’s can gain access to an investment that has the potential to profit regardless of whether other assets in their portfolio increase or decrease in value. Further, because our clients have the ability to target high returns, it may only require a small allocation to provide significant diversification benefits to their larger investment portfolio.
For investors seeking tax deferred growth, our flexible structure also allows for an investment through a self-directed IRA.