Alternative Investment Guidance
Selecting a CTA Program
Kluis Commodity Advisors can help investors connect with CTAs who align with individual investor needs and requirements, including:
Risk
What level of risk are you willing to tolerate for a potential return?
Strategy
What types of strategies will support your investment goals?
Amount to invest
Develop a portfolio based on the amount to be invested.
Some of the criteria we use to review managed futures strategies include: overall strategy, manager experience, drawdowns, volatility, assets under management (AUM), minimum investment, track record, markets traded, and margin-to-equity ratio.
Kluis Commodity Advisors’ managed futures clients enjoy access to a Managed Futures Portal, where they can view current portfolio activities, balances, access statements, and more.