Strategy & mandate
Understand the approach, permitted activities and agreed restrictions.
Managed Trading Strategies
Understand the strategy.
Clarify the arrangement.
Explore our managed offering, focused on trading strategies. Understand the mandate, decision authority, costs and risks before entering an arrangement.
Minimum investment
USD 30,000
The minimum investment for managed trading strategies is USD 30,000. Fees, trading authority, reporting frequency and withdrawal terms are agreed individually with each client. Review these in your written agreement before proceeding.
Six things to
understand first.
Decision authority
Clarify who selects the strategy and who may place or close trades.
Fees & calculation
Review the fee basis and treatment of losses, cash flows and termination.
Funds & access
Understand who receives and holds funds, how records are maintained and what access you have.
Risk & reporting
Clarify actual limits, what happens at thresholds and the information you receive.
Exit & settlement
Review notice requirements, open-position treatment and withdrawal arrangements.
Larger arrangements
Above $100,000?
Let’s discuss the details.
For proposed amounts greater than USD 100,000, contact us for a private conversation about the strategy, scope and terms.
Request a private discussion →Start with the public overview
This page explains the service and the matters to review for any arrangement. A private discussion does not imply guaranteed returns, capital protection or automatic acceptance.
The USD 100,000 discussion threshold does not change the USD 30,000 minimum investment. Terms are individually agreed at every investment level.
A defined scope.
Not a broad financial plan.
The offering concerns trading strategies. Review its specific agreement rather than treating it as comprehensive savings, retirement or tax planning.
A little more clarity.
Is my capital guaranteed?
Do not assume capital protection or guaranteed returns. Trading can result in losses.
What are the minimum amount and fees?
The minimum investment is USD 30,000. Request the applicable fee schedule and terms for the proposed arrangement before proceeding.
Can I withdraw immediately?
Review the applicable notice, open-position and settlement provisions. Do not assume immediate withdrawal.