Family Offices

Focused On Wealth Management and Capital Preservation

Our Family Office division caters to high net-worth groups, endowments, and family offices seeking alternative investment strategies. We offer multi manager portfolios that participate in trend following, volatility, and market neutral strategies that provide diversification and opportunity outside of traditional investments.

With over 20 years of experience in the Managed Futures industry, our goal is to help you reduce volatility and drawdowns, while seeking increased performance and diversification through unique strategies.

Choosing Investment Accounts

When choosing an investment in futures, family offices have choices between Segregated Managed Accounts, Commodity Funds, and Algorithmic Trading Systems.  There are vast differences on many levels when comparing these options. 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.