We have partnered with the following CTA’s to offer managed futures accounts that offer diversification and opportunity in systematic trend following, volatility, and market neutral strategies.
- Southwest Managed
- Buckingham Weekly
- Soaring Pelican
- Diamond Capital
In the table below you will find performance data with links to tear sheets and commentaries for the month of October pertaining to the above CTA’s.
Please call 800-854-6354 if you have any questions.
| Southwest Managed |
Buckingham Weekly |
Soaring Pelican |
Diamond Capital |
|
|---|---|---|---|---|
| MTD | 5.99 | 1.1 | 1.65 | 0.61 |
| YTD | 10.1 | 11.2 | 12.3 | 14.3 |
| Last 12 Months | 17.33 | 11.45 | 12.65 | 16.59 |
| Life To Date | 166.33 | 85.72 | 86 | 221.34 |
| AUM | $8.2M | $24.5 | $27M | $13.7M |
| Account Min. | $200K | $100K | $250K | $100K |
| M/E | 11% | 0 | 5% | 25% |
| Primary Market | Diversified | S&P | S&P | S&P |
| Links | Full Site | Full Site | Full Site | Full Site |
