Build Your Investment Portfolio
ECG Futures will build your managed futures portfolio tailored to your individual investment objectives. Our managed futures specialists will follow the 4 steps process to construct and manage your portfolio.
Initial Consultation
We begin with a consultation where we take the time to understand your investment goals, your risk tolerance and rate of return objectives. We review your existing portfolio and explore what you would like to achieve in an alternative investment portfolio.
CTA Research and Selection
With access to the industry-leading BarclyHedge CTAs database, we help you identify the managed futures CTA programs that best suit your investing profile. Then we contact the selected CTAs and conduct a thorough due diligence process.
Portfolio Construction
We analyze the CTA programs selected during the identification process to construct a portfolio that meets your investment objectives and matches your personal risk-return profile. We review the portfolio together and answer any questions you might have until you’re confident with the result.
Portfolio Management and Monitoring
ECG Futures provides everything you need to invest in managed futures – brokerage, execution and monitoring. After assisting you with opening a brokerage account and setting up with CTAs, we daily monitor your portfolio trading activities and continuously assess each CTA performance to ensure that each CTA’s trades are consistent with their outlined trading strategy and risk profile.
Contact us to learn more.
Initial Consultation
We begin with a consultation where we take the time to understand your investment goals, your risk tolerance and rate of return objectives. We review your existing portfolio and explore what you would like to achieve in an alternative investment portfolio.
CTA Research and Selection
With access to the industry-leading BarclyHedge CTAs database, we help you identify the managed futures CTA programs that best suit your investing profile. Then we contact the selected CTAs and conduct a thorough due diligence process.
Portfolio Construction
We analyze the CTA programs selected during the identification process to construct a portfolio that meets your investment objectives and matches your personal risk-return profile. We review the portfolio together and answer any questions you might have until you’re confident with the result.
Portfolio Management and Monitoring
ECG Futures provides everything you need to invest in managed futures – brokerage, execution and monitoring. After assisting you with opening a brokerage account and setting up with CTAs, we daily monitor your portfolio trading activities and continuously assess each CTA performance to ensure that each CTA’s trades are consistent with their outlined trading strategy and risk profile.
Contact us to learn more.