ASSET MANAGEMENT DIVISION

Unparalleled products and services customized to the individual needs of our clients.

We strive to provide products and services customized to the individual needs of our clients. Our approach is relationship based in a consultative process.

Our seasoned consultants have the knowledge and practical experience to tailor services to the varying needs of each investor – whether assisting clients new to managed futures or sophisticated investors well-versed with managed futures and portfolio management.

Our Mission

At Walsh Asset Management, we consider it our mission to understand each investor’s needs and add value through the use of research, analysis and due diligence. Utilizing a consultative process, we assist our clients with manager selection, and the integration of managed futures programs to enhance diversification and increase the optimization of portfolios.

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Trading Systems

Futures Trading systems are fully-automated trading programs able to execute orders at high-speeds following trading algorithms created by the trading system developer. We have chosen to utilize iSystems as our automated trading systems provider.

When it comes to Futures Trading Systems there are hundreds of programs available. iSystems has met our set of criteria and provides clients with an in-depth view of each program, while also showing actual performance including profit, loss and open trades.

While Trading Systems are automated, our service is not. You’ll always have access to discuss your account and any needs you have directly.


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Managed Futures Integration and Portfolio Restructuring

We specialize in portfolio building. Through a consultative process, we determine which program(s) meet the risk-return objectives of the investor.

This consultative process includes –

  • a meeting to determine the risk parameters and return objectives of the client
  • a review of the client’s current portfolio
  • recommendation of specific CTA programs, allocations and investment timing
  • implementation of new allocations
  • and monitoring of the CTA program(s) performance

Contact Us

1.800.498.6936
[email protected]