Focused On Wealth Management

Wisdom Trading is excited to offer a Family Office division that caters to high net-worth groups, endowments and family offices. We believe that when participating in the futures markets at an institutional level you should have a portfolio and strategy that are specifically designed around you.  

A larger capital investment allows you to trade a portfolio designed around a specific risk reward scenario for your family office, in lieu of settling for a program that is predetermined and traded for a broad market of investors.  Market selection, risk per trade, position sizing and profit taking are instrumental to performance.

Choosing Investment Accounts

In addition to customized portfolio and management, family offices must carefully consider fees and taxation of investments. When choosing an investment within the futures markets family offices have choices, self-directed account traded by family office or automated system, professionally managed by a licensed CTA or an investment into an LP fund managed by a licensed CTA. There are vast differences on many levels when comparing these options. Along with the consideration of fees charged are the ability to deduct the fees. Having full transparency and holding funds in a segregated account are also crucial factors to consider. Compare the differences between the investment account types below.

Contact Us About Family Offices




Investment Account Types

Wisdom trading can work with the following accounts types for both US and foreign clients

Joint

Individual

Partnership

LLC

LP

Corporation

Pension Plans

IRAs traditional and Roth

Trust

401k

LLC

Superannuation fund

Endowments

Trading system strategy
(SMA) separately managed account by CTA
Fund investment (LP)
Commission per trade
Commission per trade
Commission per trade
Commission per trade
Management fee
Management fee
Management fee
Management fee
Incentive fee
Incentive fee
Incentive fee
Incentive fee
Daily liquidty
Daily liquidty
Daily liquidty
Daily liquidty
Comingled funds
Comingled funds
Comingled funds
Comingled funds
Trading Transparency
Trading Transparency
Trading Transparency
Trading Transparency
Program registered with NFA
Program registered with NFA
Program registered with NFA
Program registered with NFA
Customized risk parameters
Customized risk parameters
Customized risk parameters
Customized risk parameters
Management / incentive fee deductibility
Management / incentive fee deductibility
Management / incentive fee deductibility
Management / incentive fee deductibility
Custom market selection
Custom market selection
Custom market selection
Custom market selection
Algorithm transparancy
Algorithm transparancy
Algorithm transparancy
Algorithm transparancy
Manager has custody of funds
Manager has custody of funds
Manager has custody of funds
Manager has custody of funds
Loss limited to investment
Loss limited to investment
Loss limited to investment
Loss limited to investment

We have the experience, knowledge, and service to give your group what they need to succeed in the futures markets.

Contact us to speak about your specific situation, let us show you where we can add value.