Managed Futures Services

"If an investor wishes to increase the performance and reduce the risk and volatility in an overall investment portfolio, that investor should combine non-correlated asset classes with one another."

Modern Portfolio Theory
Harry Markowitz
Nobel Prize in Economics, 1990

At Heritage West, we strongly believe that one of the most effective ways to achieve investment goals is through using professionally managed futures.

Managed futures have proven to provide greater diversification to a traditional investment portfolio of stocks and bonds while also reducing risk and volatility. They also can bring exposure to the increasingly important international markets. The case for diversifying your investment portfolio with managed futures is strong, and has been consistent over the years and their varying economic conditions.

Benefits of Managed Futures

There are a number of benefits to adding futures and commodities to an investment portfolio. Some of these include:

  • Potential for reduced portfolio volatility risk
  • Potential for enhanced portfolio returns
  • Ability to profit in any economic environment
  • Ease of global diversification
  • Professional management

A Note About Risk

Please note that the addition of managed futures to a client's portfolio does not mean that a portfolio will be profitable or that it will not experience substantial losses. Also, that the results of studies conducted in the past may not be indicative of current time periods or of the performance of any individual CTA.

Our Selection Criteria

A CTA (Commodity Trading Advisor) is the manager of a futures program.  At Heritage West, we focus on three aspects of managed futures in order to offer our clients the most suitable products.


We regularly monitor the track records of CTAs. These track records include total funds under management as well as total profits and losses in both actual numbers and as a percentage of assets


Steady growth in both total return and total funds under management over the last two to five years is what catches our eye when examining CTA track records. We will always seek out stable, profitable and consistent professional traders rather than those who are hot for a short period.


We specialize in finding programs for investors who have risk capital of between $40,000 and $500,000.

Learn More About Managed Futures

Let Heritage West help you select the program that best fits your financial objectives and risk parameters from our carefully screened set of commodity trading advisors (CTAs). Click to receive free guides to Managed Futures and speak with a Managed Futures specialist.

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