FAMILY OFFICE BROKERAGE

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 an Investment Account

When choosing an investment in futures, family offices have choices between Segregated Managed Accounts, Commodity Funds, and Algorithmic Trading Systems.

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

  • 401k
  • Corporation
  • Endowments
  • IRAs traditional and Roth
  • Individual
  • Joint
  • LLC
  • LP
  • Partnership
  • Pension Plans
  • Superannuation Fund
  • Trust

There are differences on many levels when comparing options.

Compare the differences between the investment account types below.

CONTACT US TO SPEAK ABOUT YOUR SPECIFIC SITUATION. LET US SHOW YOU WHERE WE CAN ADD VALUE.