Overview of Services
Managed Futures Consultation
Wisdom Financial offers professional managed money services through registered Commodity Trading Advisors, Commodity Pool Operators, and Commodity Funds. We assist our clients in selecting a manager or portfolio of managers that compliment your investment portfolio and diversification goals. This typically involves a review of your investment objectives, experience, and risk tolerance to assess which trading programs may be suitable for you. From there, we use our database and software tools to narrow the selection of suitable programs and have the ability to construct a portfolio that is customized to your criteria. Finally, should you make the decision to invest, we work with you to complete the required paperwork and facilitate the transfer of funds in the desired investment product.
International Execution, Clearing, and Capital Introduction Services for CTA's and CPO's
If you are an emerging or established Commodity Trading Advisor or Commodity Pool Operator, Wisdom Financial, Inc. can provide the necessary infrastructure to help grow your fund efficiently. Our team provides assistance in structuring, trading, and introducing new capital to fund managers and CTA’s all around the globe.
Online Direct Access Futures and Options Trading
Through multiple clearing partners we offer one of the largest selections of online trading platforms and execution solutions in the industry. Wisdom Financial combines the services of 6 major clearing firms with access to multiple software trading platforms.
Trading System Management
We offer trading execution services for nearly all 3rd party applications, including TradeStation, Trading Blox, MetaStock, TraderStudio, and Mechancica and can provide custom programming and expert system design consultation. Our system trading desk professionals have over 12 years of experience executing computerized, mechanical trading systems for individuals, corporations, Commodity Trading Advisors, and Commodity Pool Operators.
Full Service & Broker-Assisted Trading Services
Our full service and broker assisted account plans offer personal attention from an experienced, knowledgeable Series 3 licensed representative. Your full service broker will help you build confidence through education and can assist in developing your trading plan, selecting a manager, or implementing a trading system for you.