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Quality Alternative Investment Solutions for Your Clients

As the demand for quality hedge funds and other alternative investments grows among sophisticated investors and institutions, many independent investment advisors face increasing pressure to find and secure access to quality hedge funds, managed futures or other alternative investment products on behalf of their clients.

Working with Altegris can enable you to access our platform of reviewed hedge funds and CTA programs, building out your product line and allowing you to provide the solutions that your clients are looking for.

Thousands of Alternative Investment Choices

There are thousands of hedge funds and other alternative investment choices available today. Filtering through this universe is no easy task, and requires specialized expertise and focused resources. As a result, many investment advisers prefer to outsource some of this responsibility so they can concentrate on what they do best: wealth management and maintaining a quality relationship with their clients.

The Alternative Investments Portion of Your Clients' Portfolios

Altegris can work with investment advisers in a number of ways. We enable you to focus on total wealth management services for your clients. We concentrate on what we know – hedge funds, managed futures and other alternative investments. We quite simply strive to provide you with access to a powerful platform of pre-reviewed products to help you add hedge funds or other alternative investments to your clients' portfolios.

A Platform of Pre-Reviewed Alternative Investments

Hedge funds and other alternative investments are not without risk and volatility. This makes selecting which hedge fund, CTA or other alternative investment to invest in even more important.

Altegris performs a combination of audit checks, background checks, performance verification, prime brokerage data feed reviews (when available), onsite visits and review of third-parties (administrators, attorneys, auditors) for all of the products that we bring on to our platform. This can provide you with an extra layer to your product review process.

We currently have over 40 managers and over 100 different alternative investment and hedge fund products on our platform. While not every product is suitable for every investor, this wide variety of choices across an equally wide array of strategies means that you are likely to find suitable products for your clients.

A Flexible Model to Help Meet Your Alternative Investment Needs

Altegris can work with you in a number of ways. We are able to offer our investment products either "a la carte" (whereby you can simply choose one, two or many of the products on our platform to complement your client's existing alternative investment portfolio). Or, if you prefer, we can help provide you with a more complete solution for your clients' hedge fund or other alternative investment needs.

Learn How Altegris Can Work With You

No Overlay Fees

And finally, our negotiated relationships with these managers mean that, in many cases, you or your clients will never be required to pay additional fees to Altegris for reviewing or investing in hedge fund products on our platform. Register to learn more.

How We Can Work With You

Learn more about how Altegris works with investment advisers.

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Are you a Broker-Dealer Rep?

APM Funds, an Altegris company, makes alternative investments accessible to qualified individuals and institutions, by forming strategic, mutually beneficial partnerships with quality money managers.

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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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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. 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.