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MANAGED FUNDS / CTAs

Futures systems trading is a product offering at the intersection of online trading and managed account. It can be a standalone product to raise new business, or an add-on product for existing clients looking for some added exposure to different types of trading and different markets. Learn more about available systems products using the buttons below.

Investing in Managed Futures

BCG is dedicated to assist clients in diversifying their portfolio by finding a CTA that matches well with the client’s interests. In doing so we can help create a custom, diversified portfolio that meets the client’s desired markets, trading strategies, and time intervals while potentially reducing the portfolio’s volatility and potentially achieving a better overall performance than traditional investment portfolios.

Why Invest In Managed Futures?

With practically a zero correlation with stocks, one of the most attractive features of managed futures is its ability to add profound diversification to an overall investment portfolio. Despite the fact that there tends to be no correlation in managed accounts vs. a traditional equity portfolio, there is no guarantee of profit and past performance in not indicative of future results.
 
 
Managed Futures offer four distinct advantages:
 
Reduced Portfolio Volatility Risk
Potential for Enhanced Portfolio Returns
Ability to Profit in Any Economic Environment
Ease of Global Diversification
 

Performance of Managed Futures is independent of other asset class performance. Diversification among non-correlated asset classes is paramount to responsible investment. No investment is safe from loss, and over-exposure to any one asset class can lead to increased risk and reduced returns

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One of the most uncorrelated and independent investments versus stocks are professionally managed futures. The value of professionally managed futures was thoroughly researched by Dr. John Lintner of Harvard University in a 1983 landmark study, “The Potential Role of Managed Futures Accounts in Portfolios of Stocks and Bonds.”
 
 
Lintner wrote that “the combined portfolios of stocks (or stocks and bonds) after including judicious investments… in leveraged managed futures accounts show substantially less risk at every possible level of expected return than portfolios of stocks (or stocks and bonds) alone.” Lintner specifically showed how managed futures can decrease portfolio risk, while simultaneously enhancing overall portfolio performance.
 
Why BlueFin Capital Group?
 
Diversification is essential to any portfolio and at BCG, and we believe this is often overlooked by investors. Therefore, we have developed a thorough process of identifying our customer’s needs and goals and then suggest the program that best suits those needs. We will not suggest an advisor simply because he has good returns; rather we research each of our recommended advisors and fully disclose to our customers why they are our “pick”.
 
 
Research
 
Our Managed Futures Specialists research each fund’s performance to select our BCF managed funds. To become a BCG managed fund, the fund must have a substantial diversifying effect on a portfolio of stocks and bonds. We judge the fund’s performance history during time periods of declining stock prices, stagnant stock prices, and rising stock prices. Granted, past performance is no guarantee of future results, but by judging the CTA’s success during all types of stock market performance we can gauge the effectiveness of the CTA’s strategy in reducing portfolio volatility and enhancing portfolio returns.
 
 
Learn More About Managed Futures
 
» Request our Managed Futures Kit with additional information on Managed Futures
 
» Contact a BCG Managed Futures Specialist
 
 
Additional Considerations for Managed Futures
 
Managed futures and options accounts may be subject to charges for management and incentive fees beyond typical brokerage fees. Commodity Trading Advisors (CTAs) are required by the CFTC to provide you with a disclosure document prior to opening an account. The disclosure document should be carefully reviewed in order to ensure a full understanding of the principal risk factors and fees charged. BCG makes no representation of the accuracy or completeness of the returns and performances provided within the CTA’s disclosure document.
 
 
For more information complete our Managed Futures services inquiry form or contact a BCG Managed Futures Specialist at 251.622.4294 or support@bluefincap.com.

IMPORTANT NOTICE! No representation is being made that the use of this strategy or any system or trading methodology will generate profits. Past performance is not necessarily indicative of future results. There is substantial risk of loss associated with trading securities and options on equities. Only risk capital should be used to trade. Trading futures, options, futures, forex, and securities is not suitable for everyone. Disclaimer: Futures, Options, Securities and Currency trading all have large potential rewards, but they also have large potential risk. You must be aware of the risks and be willing to accept them in order to invest in these markets. Don’t trade with money you can’t afford to lose. This website is neither a solicitation nor an offer to Buy/Sell futures, options, stocks, or currencies. No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed on this web site. The past performance of any trading system or methodology is not necessarily indicative of future results.

 
CFTC RULE 4.41 – HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.