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The Flexibility to Dovetail with Your Existing Resources

The Altegris process of working with family offices or very high net worth individual investors involves first a deep understanding of your existing resources and goals. We are able to structure a variety of working relationships with you.

We understand family offices are not all the same, and have different levels of in-house resources. The approach we take is to see where we can complement your existing resources. - Matthew Osborne, Chief Investment Officer

A Review of Your Alternative Investment Needs

We begin with a review of your goals to help you decide which investments on our Altegris Premier Managers platform may be of interest to you. This review typically includes a discussion of your current portfolio, the extent to which you have incorporated alternative investments to date, and specific gaps that you are looking to fill.

Powerful Tools to Help You Choose the Right Investments

We work with you using our sophisticated analytical software package ITRNet, which Altegris uses to help analyze performance data on the products we track, including all of the investments on our platform.

Our platform is designed to enable you to analyze many different investments, easily comparing management, performance, offering materials and manager presentations. It also gives you access to the offering materials and information on investment terms and risks.

Monitor Your Alternative Investments with Altegris

We provide a custom software tool to allow you to carefully monitor your investments. After investing with Altegris, you will receive direct access to Altegris.net, our proprietary client account software, which provides access to powerful snapshots, summaries and details of manager performance in a concise and easy-to-understand format.

The first step is to register with us or call (800) 828-5225.

Register Today

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

Home > Serving You > Family Offices > Working With You

1200 Prospect Street, Suite 400, La Jolla, California 92037
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 and CTA. Although Altegris may give securities-related advice that is incidental to its securities 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. Altegris may also provide ongoing managed futures consulting services to its clients for a monthly service charge pursuant to individual managed account consulting arrangements.