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