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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.

  • Energy Trading Update

    30 Jun 2009

    Oil prices rose sharply on Monday, as fresh attacks by Nigerian militants on oil installations took the markets by surprise.

  • Metals Market Update

    30 Jun 2009

    Metal prices finished mixed on Monday, with copper managing to close up with a modest gain, although the rest of the group did not follow

  • Energy Trading Update

    17 Jun 2009

    Energy prices ended fractionally lower on Tuesday in very quiet trading.

  • Newedge To Support ELX Exchange

    1 Jul 2009

    Futures broker Newedge Financial will become a futures commission merchant for electronic futures exchange ELX Futures

  • CFTC To Ensure Fair Futures Markets

    1 Jul 2009

    The Commodity Futures Trading Commission will ensure fair operations of futures markets for oil agriculture currencies and interest rates said the agencys Chairman Gary Gensler

  • Excessive Speculation In Markets Target of CFTC

    30 Jun 2009

  • Bache Commodities Group Launches Green Commodity Index (Business Wire)

    30 Jun 2009

    NEW YORK & LONDON----Bache Commodities Group launched today the Bache Commodity Green IndexSM to offer investors a tool to invest in commodities with an environmental focus. Bache Commodities Group is the commodities and financial derivatives business of Prudential Financial, Inc. .

  • Viteos Starts Managed Accounts Platform

    29 Jun 2009

    Viteos Fund Services has unveiled an administration platform for managed accounts

  • CFTC Chief Blames Hedge Funds For ‘Run On Liquidity’

    25 Jun 2009

    The newly-appointed head of the U.S. Commodity Futures Trading Commission is calling for stricter rules covering hedge funds, blaming them for “destabilizing” the global financial system.

  • CFTC's Gensler Urges Controls on Derivatives, Hedge Funds

    24 Jun 2009

  • CFTC: Swaps dealers must register and open books

    24 Jun 2009

    WASHINGTON (MarketWatch) - All derivatives dealers should have capital and leverage limits, be subject to new fraud penalties, reporting and recordkeeping regulations, said a key regulator on Wednesday. "By fully regulating the institutions that trade or hold themselves out to the public as derivative dealers we ensure that all OTC products, both standardized and customized, are subject to robust oversight," Commodity Futures Trading Commission Chairman Gary Gensler told the Managed Funds Association in Chicago. However, Gensler did not make clear whether the regulation should come from the CFTC, which oversees futures derivatives, the Securities and Exchange Commission, which is responsible for securities derivatives, or the Federal Reserve, which oversees the investment banks where most dealers are based. In addition to dealers, Gensler is calling on new regulation for derivative traders. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.

  • Excessive speculation found in wheat market

    24 Jun 2009

    WASHINGTON (Reuters) - Commodity index traders had snapped up more than 200,000 wheat contracts by mid-2008 that helped fuel last year's record jump in prices, which ended up raising costs for both industry and consumers, according to a year-long bipartisan Senate probe.

  • Cogo Wolf Launches Highly-Liquid Fund Of Hedge Funds

    22 Jun 2009

    Alternative investment firm Cogo Wolf Asset Management has launched a fund of hedge funds, the Cogo Wolf Trimaran Liquidity Fund. The new vehicle is being managed by co-chief investment officers and managing partners Christopher Wolf and Giles Conway-Gordon. According to the San Francisco-based firm, the highly-liquid fund offers complete transparency and targets 16-18% net return with expected volatility of 6-8% without the use of leverage.

CTA Rankings for Jul 09*

  1. Pearlman, Silver Conservative
  2. Pardo Capital, XT-99
  3. EuroCapital, Eurofin
  4. Becker, Program 1
  5. RAM Aggressive
  6. Taylor Growth Proprietary
  7. Clarke, Worldwide
  8. MAD Group, Aggressive Growth
  9. Heyden&Steindl, Tomac 2
  10. TYL, Spartan
*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. Past Performance is Not Indicative of Future Results.