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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. If you are new to the concept of Managed Futures you can read more in our free download Managed Futures: Portfolio Diversification Opportunities.
Our Process
Selecting a manager is one of the most important steps. Wisdom Financial can assist you every step of the way, from the education process to the manager selection and ongoing portfolio monitoring and balancing.
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.
To access CTA profiles, Performance Reports, and Account Minimums please register below or login to our Managed Futures Database.