Registered Investment Advisors
Important Message to RIAs:
Some of our clientele are professional investment advisors like you. As Alternative Investment Specialists, we recognize that we occupy a narrow slice of the investment world. While there are many different avenues to diversify an investment portfolio, we believe there are strong reasons to consider managed futures accounts for you and your clients. As an advisor you are rightly concerned about risk, return, volatility, security of funds, liquidity, transparency and other criteria important to your clients. So are we. Take a glance at some research, and then call us about different ways to setup a mutually beneficial relationship. One thing we can offer is that we will make your due diligence easier by having information ready and organized for you.
Tax advantages? You bet!
The IRS treats futures gains/losses a bit differently than securities. We had a CPA friend of ours provide some helpful comments. See our Blog and FAQ for more information.
Whether you’re an Investment Advisor Representative or CFP, understanding how you can incorporate alternative investments into your client’s portfolio is important. Naturally, however, there are questions that arise if you utilize the services of someone like Foremost Capital - someone who is only registered with the CFTC and not SEC. Consider this helpful article about held-away assets and how you might benefit and use them.