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Finding Alternative Investment Products that Fit Your Needs

Finding what may appear to be a group of quality alternative investments is just the first step in building our platform of hedge funds and managed futures. From here, we evaluate the products and opportunities very closely relative to the needs of our client base and the existing products on our platform.

A Platform of Hedge Funds & Managed Futures Programs

If we feel a certain hedge fund or managed futures product has the potential to add value to our platform, we will continue the evaluation process. For many of our hedge fund products, rather than charging our clients an additional fee, we will also begin the process of negotiating fee sharing arrangements with the prospective manager. Finally, we will determine if we are able to secure capacity, helping ensure that suitable clients have a reasonable window of time within which to invest.

In-Depth Hedge Fund and Managed Futures Product Review

From here, the Product Review Team will continue with a more detailed analysis, which may include background checks on principals, a review of regulatory filings, on-site interviews and evaluations, a review of offering material, a review of independent performance verifications and many other items. This detailed product review cannot, of course, remove all of the risks associated with an investment in hedge funds or managed futures.

Upon completion of this review, our Investment Committee meets and the product is either rejected or added to the Altegris platform.

The Altegris Process

Click on the steps below to learn more about the Altegris 3-Step Platform Building Process.

Register Today

Registration is the first step to get started. Register for membership today, and receive free reports and information about alternative investments.

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Toll Free: 800-828-5225 | Phone: 858-459-7040 | Fax: 858-456-9209 | info@altegris.com

Alternative investment products, including hedge funds and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

Altegris, a FINRA and NFA member, offers various alternative investments, including hedge funds, futures funds and managed futures and commodities accounts, that may operate in commodities markets and foreign markets, among others. Altegris and/or its officers/partners may have a financial interest in such alternative investments. In working with clients, Altegris acts in its capacity as an SEC-registered Broker-Dealer and/or as a CFTC-registered Introducing Broker. Although Altegris may give advice that is incidental to its brokerage services, it is not an Investment Adviser. When acting as an Introducing Broker for individually managed accounts, Altegris receives a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. CTAs may also pay Altegris a portion of the fees they receive from accounts introduced to them by Altegris. When acting as a Broker-Dealer, Altegris enters into selling agreements with hedge funds and futures funds that it offers (including funds sponsored by affiliates), pursuant to which Altegris, with respect to the interests it sells, is paid a portion of the management and/or performance fees charged by the funds or their managers in respect of those interests. This enables Altegris to offer hedge funds, futures funds and individually managed accounts without charging fees above those charged by the CTAs, funds or managers.