Steps to using Retirement Funds in Managed Futures
Contrary to common belief, investing in managed futures and CTA strategies through an IRA account is actually quite simple. Since most financial institutions will not allow you to invest in futures strategies, the first step is to “roll over” some of the funds in your IRA account into a “self-directed” IRA account, held by a custodian who accepts futures accounts …
Walsh Asset Management Investment Suite December 2016
Walsh Asset Management’s (WAM) main focus is to assist individuals, wealth managers, family offices, and institutions with manager selection, and the integration of managed futures programs to enhance diversification and increase the optimization of portfolios. We strive to provide unparalleled products and services customized to the individual needs of our clients. The following chart represents an equally weighted Value Added Month …