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We offer services to
individuals (including IRAs) as well as institutions
such as banks, pension funds, trusts, etc. We work
directly with individuals and institutions as well
as through investment advisors (RIA), certified
financial planners, wealth managers and Brokers. Our goal is
to take a small portion of assets and achieve steady
growth trading futures options on the CME.
Our first step is to have you review our
disclosure. Once
you are satisfied with the arrangement, we will assist
in setting up a brokerage account that is tailored to
the needs of this type of investment. You grant us power
of attorney to enter and exit trades but the account
remains in your name. |
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We typically do two trades per month. One trade that expires
mid-month, and the second trade which expires end of month. You will receive trade confirmations
from the broker. Your trade activity and statements will also be
recorded in our internal network for your convenience. We provide
monthly trade reports and historical performance reports to
make it easy for you to monitor your portfolio. All related
documents, disclosures and signed contracts are available from our
online web-based system. |
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Our trading strategies can be tailored to aggressive growth or
income. When we setup your account, we will work closely with
you to determine your objectives and set benchmarks to meet your needs.
We will handle all the paperwork necessary to get your account
established. You only have to fill out our information sheet and
sign the disclosure form. We'll copy all the necessary
information and the brokerage setup forms and only ask for your
signatures. Accounts can be setup for corporate, trusts,
individuals as well as accounts setup to trade equity held in a
retirement account through a third-party administrator.
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| The risk of loss in trading
commodity futures and options can be substantial. Before trading,
you should carefully consider your financial position to determine
if futures trading is appropriate. When trading futures and/or
options, it is possible to lose the full balance of your account. It
is also possible to lose more than your initial deposit when trading
futures and/or granting/writing options. As a result,
selling/writing "naked" options exposes the seller/writer to the
possibility of margin calls and virtually unlimited risk. All funds
committed should be purely risk capital. Past performance is no
guarantee of future trading results. |
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