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Flexibility and Protection of Your Interests

The Altegris process of working with Investment Advisers has been designed with your interests and the interests of your clients in mind. Depending on your preferences, we can provide you with support and services to make the alternative investment products on the Altegris platform available to your clients.

Tools to Analyze, Evaluate and Monitor Investments

Custom online tools provide comprehensive access to manager information, allowing you to better inform and educate your clients, with the goal to enhance investor understanding and increase client retention. As an Investment Adviser you will be given access to the Altegris Premier platform via your own custom, password-protected Altegris website. It lets you browse and analyze many different suitable products at your leisure, easily comparing management, performance, offering materials and manager presentations. It also gives you access to the offering materials for each of our products, and information on investment terms and risks.

Education and Information on Alternative Investments

Increase client retention with Altegris tools and information flow. Webinars and onsite visits provide access to the experience of the Altegris team to incorporate alternative investments into your practice in a compliant manner.

Integrated Technology to Streamline your Practice

Altegris provides "plug and play" operations to streamline your business and simplify billing, including integrated back-office solutions for data and document automation.

To access Altegris Premier Managers contact:

Jason ZumBerge
Vice President, Institutional Relationship Management
Toll Free: 800-828-5225
Email: jzumberge@altegris.com

Contact Altegris Today

For more information on how to incorporate Altegris Premier Managers into your wealth managagement practice, please contact:

Jason ZumBerge
Vice President, Institutional Relationship Management
Toll Free: 800-828-5225
Email: jzumberge@altegris.com

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.

Learn More

Home > Services > Investment Advisers > 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. 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.