With interest rates at historic lows and stock market valuations remaining high, returns from traditional investments in stocks and bonds are likely to be below average for the next several years.

The allure of alternative investments lies in their ability to provide absolute returns* regardless of conditions such as a strong economy, low inflation, or a bullish stock market, indeed, one of the key benefits of an investment in futures is this ability to profit in virtually any economic environment.

Not surprisingly, the amount of assets allocated to alternative investments has increased dramatically over the past several years as investors search for alternatives to the stock and bond markets.


*Absolute returns refer to a style of investing that attempts to provide positive returns year in and year out, not returns which outpace the "market". There is no guarantee this style will be successful, and some absolute return vehicles can take losses as a result of leveraging risk in attempts to post positive returns at any cost.

Important Risk Disclosure

Futures based investments are often complex and can carry the risk of substantial losses. They are intended for sophisticated investors and are not suitable for everyone. The ability to withstand losses and to adhere to a particular trading program in spite of trading losses are material points which can adversely affect investor returns.

Managed futures accounts can subject to substantial charges for management and advisory fees. The numbers throughout this site include all such fees, but it may be necessary for those accounts that are subject to these charges to make substantial trading profits in the future to avoid depletion or exhaustion of their assets.

The regulations of the Commodity Futures Trading Commission (CFTC) require that prospective clients of a CTA receive a disclosure document when they are solicited to enter into an agreement whereby the CTA will direct or guide the client's commodity interest trading and that certain risk factors be highlighted. The disclosure document contains a complete description of the principal risk factors and each fee to be charged to your account by the Commodity Trading Advisor (CTA). This document is readily accessible at this site under the Performance and Program pages.

As past performance does not guarantee future results, these results may have no bearing on, and may not be indicative of, any individual returns realized through participation in this investment. No part of this document should be considered apart from the Disclosure Statements contained herein.