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A Working Process Built Around Your Investment Needs

Finding, reviewing and adding hedge funds and managed futures investment products to our platform is an important part of our value-add to our clients, but the process does not stop there. Altegris takes a customized approach to how we work with each of our clients. Every client will have different needs, and different goals and expectations for our working relationship. But regardless of the approach we will take for your specific situation, in the end we are focused on working with you in the most productive, professional way possible.

A Review of Your Situation and Investment Goals

We begin with a review of your goals to help you decide which, if any, products from our platform may be of interest to you. This review typically includes a discussion of your current financial situation (if you are an individual), previous experience investing in hedge funds or alternative investments, if any, and perhaps specific gaps in your current portfolio that you are looking to fill. To assist you, we have developed some powerful tools.

Powerful Tools to Help You Choose Alternative Investments

As an Altegris client, you are able to benefit from our sophisticated analytical software package ITRNet, which Altegris uses to help analyze performance data on the products we track, including all of the products on our platform.

In addition, you are given access to your own custom, password-protected Altegris Private Investment Arena website. The Arena lets you browse and analyze many different suitable products at your leisure, easily comparing management, performance, offering materials and manager presentations.

Finally, should you make a decision to invest, we work with you to complete the required paperwork and facilitate the transfer of funds into the desired investment product.

Monitor Your Alternative Investments with Altegris

Tracking and monitoring is a key element of successful portfolio management. After investing in a product, Altegris clients are given access to AltegrisNet, 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.

Get Started

Register today and speak to an experienced Altegris representative about the alternative investment products on our platform.

Diversification

Learn more about the diversification characteristics of some alternative investments.

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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.

Home > Services > Individual Investors

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.