A Systematic Approach to Building a Diversified Portfolio
Wisdom Financial offers professionally managed investment 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.
We begin with a review of your investment objectives, experience, and risk tolerance to assess which 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.
Tracking Your Investments
Tracking and monitoring is a key element of successful portfolio management. You’re account executive will monitor your account daily and will keep you informed of important events as they occur. In addition, you will also have 24 hour transparency through multiple account management platforms that provide detailed record keeping and trade reconciliation.
Additional Services
Wisdom Financial can also help you manage your investment portfolio via our experience and knowledge of futures trading system execution, Commodity Trading Advisors and commodity brokerage services, or even help you to trade online via one of the various trading platforms we offer on this site.
Please inquire with your representative about the options that are available for various accounts.
To access CTA profiles, Performance Reports, and Account Minimums please visit the Managed Futures Database.