Wisdom Trading is excited to offer a Family Office division that caters to high net-worth groups, endowments and family offices. They believe that when participating in the futures markets, family offices should have a portfolio and strategy that are specifically designed around them.
Orange County, CA - Wisdom Trading is excited to offer a Family Office division that caters to high net-worth groups, endowments and family offices. They believe that when participating in the futures markets at an institutional level, family offices should have a portfolio and strategy that are specifically designed around them. Wisdom Trading has been working with family offices for over 15 years developing strategies to meet their needs based on capital, risk tolerance and desired return. They can develop, test and execute a custom strategy for your family office.
A larger capital investment allows you to trade a portfolio designed around a specific risk reward scenario for your family office, in lieu of settling for a program that is predetermined and traded for a broad market of investors. Market selection, risk per trade, position sizing and profit taking are instrumental to performance.
In addition to customized portfolio and management, family offices must carefully consider fees and taxation of investments. When choosing an investment within the futures markets family offices have choices, self-directed account traded by family office or automated system, professionally managed by a licensed CTA or an investment into an LP fund managed by a licensed CTA. There are vast differences on many levels when comparing these options. Along with the consideration of fees charged are the ability to deduct the fees. Having full transparency and holding funds in a segregated account are also crucial factors to consider.
Wisdom Trading works with several account types: Joint, Individual, Partnership, LLC, LP, Corporation, Pension Plans, IRA's Traditional and Roth, Trust, 401k, Superannuation Fund and Endowments.
Family office assets are worthy of be invested independently from funds and structured products with excessive fees. Invest in futures and commodities on your own terms. No commingling of funds, no management fees, no incentive fees, and no one size fits all strategy.
Futures trading involves risk of loss and is not suitable for all investors.
For more information, please visit: https://www.wisdomtrading.com/ or call (949) 548-2021
