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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.

  • Managed Futures Update

    26 Nov 2008

    Managed Futures News - Dighton Capital USA changes to Dighton Capital CTA Limited.

  • Energy Commentary

    25 Nov 2008

    Oil surged by almost 10% yesterday, fueled primarily by a robust rally in US stock market and secondarily by OPEC assurances that a cut will be forthcoming over the next few weeks

  • Futures Trading Update

    25 Nov 2008

    Futures Trading Levels, Technical Analysis, and Commodity Trading Recommendations from Jim Wyckoff.

  • Commodity Futures Trading Update

    11 Nov 2008

    SAN FRANCISCO (MarketWatch) -- Gold futures dropped as much as $16 an ounce Tuesday, giving up gains made in the previous session as other metal futures registered steep losses.

  • Crude Oil Update

    07 Nov 2008

    Oil futures were modestly higher in volatile trading Friday, after tumbling to a 19-month low in the previous session

  • Oil Prices Soar on Inflation Bets

    30 Oct 2008

    CRUDE oil futures briefly jumped above $US69 a barrel in electronic trading, tracking stock markets as an indicator of demand.

Manager Rankings for Dec 08*

  1. Barbashop L.L.C., The - Institutional Prg
  2. Barbashop L.L.C., The - 3%
  3. District Capital Management - Diversified
  4. Dreiss Research Corp - Diversified
  5. Parizek Capital Inc. - Diversified Prg
  6. John W. Henry & Co - International Forex
  7. District Capital Mgt - Select
  8. Global Wealth Analytics, Inc. - Class B Program
  9. Chadwick Investment Group - Diversified Trend Following
  10. The Roy Funds - Equity Indices Lge
*Rankings are pulled from the Wisdom database and do not encompass the entire CTA universe.
View Performance Info

Futures Trading Involves Substantial Risk of Loss and Is Not Suitable For All Investors.