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.
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.
We believe that the real value of managed futures is as a component of a portfolio. Therefore, we do not offer a large list of selected CTAs for self-service purposes. Instead, we offer a limited list of CTAs and programs as stand-alone investments.
We spend our time analyzing and tracking managers using numerous CTA databases and clearing firm databases as our primary source. Additionally, we continually search and monitor other sources for additional managers and funds. Once a CTA program meets the quantitative parameters for our Selected Manager list or the parameters for an individual investor’s portfolio needs, we begin a thorough due diligence process.
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
James O’Connell, Director, Asset Management Division
James began his futures industry career in 1981 as CBOT floor manager for Rouse-Woodstock, Inc. and over the years has had affiliations with such Chicago firms as Harris Trust & Savings, Goldenberg Hehmeyer, Sanwa-BGK Securities, The Chicago Corporation, Lind-Waldock, and, PFGBest.
His experience is wide-ranging and includes success as an independent trader, general partner in a currency trade-dealing desk, vice president and government securities dealer, and, foreign exchange dealer. He also established and ran Forex dealing operation which grew to quick success setting consecutive-month profitability records. He has been an invited speaker before foreign and domestic audiences and sought out for opinions by media outlets.
Most recently James served as a vice president of managed futures. He now brings this particular expertise to Walsh Trading to lead the continuing growth of managed futures clients in their portfolio investment-sector diversification efforts.
Phone: 312-985-0931 or 800-498-6936