Wisdom Financial - A Tradition of Excellence

CTA Services

If you are contemplating starting a new Commodity Trading Advisor program or becoming a Commodity Pool Operator please review the CMEs guide How to Become a CTA. Please call 1-800-854-8203 with any questions.

CTA/CPO Services

As a CTA or CPO you are probably most concerned with your trading and your performance numbers, as you should be. What many CTAs and CPOs don’t consider is that there are many other facets of the business that affect your bottom line including your performance numbers.

Ask yourself the following questions and determine if you need to have a conversation with our CTA/CPO business development manager.

Are there any ways to save in trading costs fees or interest earned to positively affect your performance numbers?

Is your program being effectively marketed by you and your broker?

Does your broker work in conjunction with your auditing company to bill your clients or the fund to ensure timely payment to you?

Does your broker execute your trades, or can he in the event you are not able to?

You have worked hard to establish your company and trading program, now make sure you have the right team working with you for optimal growth. If you would like to discuss the services Wisdom Financial can provide for you please call today 800-854-8203, ask to speak with Angela. If you would prefer we contact you please fill out the form below.

Wisdom Financial also provides complete assistance for those interested in starting their own managed program or pool. Please call or fill out the form below for more information.

	Start up assistance
	Execution services
	Competitive commissions
	Interest bearing accounts
	Capital placement

Please fill out the following to request more information. NOTE, All fields are Required.

Name:

Email :

Phone number:

Name of CTA or CPO program

Best time to be contacted

Futures and options trading involve substantial risk.

Tel. 800.854.8203 | 949.548.2021

Manager Rankings for March 08*

Past performance is not indicative of future results. There is a risk of loss in trading futures.

1	Capital Alternative Invst Mgt GmbH CAIM Aggressive Alpha Program
2	Pere Trading Group, LLC Pere Trading Program
3	Clarke Capital Mgt, Inc. FX-plus Program
4	Clarke Capital Mgt, Inc. Millennium Program
5	Clarke Capital Mgt, Inc. Global Basic Program
6	Appleton Capital Mgt 25% Risk Program
7	Capital Alternative Invst Mgt GmbH CAIM Alpha Premium Program
8	Stein Investment Mgt LLC Trading Edge
9	Revolution Capital Management Mosaic Program
10	Shri Capital LLC Market Neutral Trading Program

info@wisdomfinancialinc.com 1.800.854.8203

Alternative investment products such as managed futures and futures trading systems involve a high degree of risk. The performance of managed futures and futures trading systems can be volatile. Futures and options trading involve substantial risk. The valuation of futures and options may fluctuate, and as a result, clients may lose more than their original investment. In no event should the content of this website be construed as an express or an implied promise, guarantee or implication by or from Wisdom Financial that you will profit or that losses in futures and options trading can or will be limited in any manner whatsoever.
*The following numbers Represent Traders with minimum sized investments of $5,000,000 and less. These results are only from Commodity Trading Advisors that provide their results to Autumn Gold for distribution. The following returns were achieved in (month/year) and are actual trading results. ROR’s are based on new monthly calculations from (month/day- month/day)