Alternative Investments for the Sophisticated Investor

Lewis Gelbman, PresidentRIA, IB

Lewis Gelbman, President
MBA, RIA, IB

Are you looking to diversify your portfolio? Interested in a futures investment, but want a professional to do the trading for you? An alternative investment through Best Managed Futures may be just what you’re looking for. Best Managed Futures is a d/b/a of Cozzene Advisors Inc, a registered Introducing Broker for Vision Financial Markets LLC.

Managed futures have been getting a lot of attention in recent days as a sophisticated diversification vehicle. With low correlation to stocks and bonds’ market movement, managed futures may potentially reduce the overall risk of a portfolio.

When you invest with Best Managed Futures, you get exposure to a wide array of financial and physical commodity futures markets traded around the world. You also get the benefit of personal attention and years of experience that go to work for you in every interaction.

Please be advised that trading futures and options involves substantial risk of loss and is not suitable for all investors. There are no guarantees of profit no matter who is managing your money. An investor must read and understand the Commodity Trading Advisors’ current disclosure document before investing. There is unlimited risk of loss in selling options.

Best Managed Futures works with top Commodity Trading Advisors (CTA’s), whose returns have the potential to significantly enhance an investment portfolio.

Yu-Dee Chang, of Ace Investment Strategists, manages several programs of varied strategy, among which are the Stock Index Premium Collection (SIPC) Program, the Stock Index Hybrid Approach (SIHA) Program, the Diversified Commodity (DCP) Program, and the Diversified Premium Collection (DPC) Program. Performance results and program descriptions can be found here on the Best Managed Futures website.

Guerman Teitelbaum, of GT Capital CTA, is another recommended CTA with a pair of trading programs available through Best Managed Futures – the GT Capital Trading Program and the GT Capital Dynamic Day Trading Program. Potential investors may view performance information and disclosure documents here on the site.

David Bedford, of Crescent Bay Capital Management, is a recent addition to our list of recommended CTAs. Their two programs — the Premium Stock Index Program (PSIP) and the Balanced Volatility Program (BVP) — use different strategies. The general strategy of the Premium Stock Index Program is to sell “out-of-the-money” options (both puts and calls) on the S&P 500 stock index futures contract and collect the premium. Trades are usually made 30-45 days before expiration, but are rarely held to expiration. Proprietary algorithms are used to determine strike prices of options sold, resulting in a high probability for trades to achieve pro?t objectives. The goal is to be pro?table regardless of market direction. In addition, a short-term trend identifying system is used to reduce the risk of selling against a volatile market trend. The objective of the Balanced Volatility Program (BVP) is to achieve capital appreciation through proprietary “non-directional” trading of options on S&P 500 futures contracts. A secondary objective of the program is to offset volatility risks which are inherent in short option or “premium selling” programs, while offering the bene?ts of an absolute return strategy. The BVP works well as a hedging tool when combined with a premium selling program such as the Premium Stock Index Program (PSIP) or as a standalone investment. The program blends short and long options to create an overall position that is buffered from increases in volatility.

Best Managed Futures also recommends Philip Silverman, of Kingsview Capital LLC. Kingsview offers the Retail Trading Program to investors with a minimum of $25,000. Kingsview’s Retail Trading Program (RTP) follows a two-part strategy. First, the Manager creates option spreads by simultaneously purchasing and selling put and call options with differing strike prices and expiration dates. Using primarily S&P 500 futures contracts, the RTP’s assets strive to profit from price differences between the long and short options due to the volatility inherent in the market, the spread between the market and option strike prices, and, most importantly, the decrease in the time to expiration of the options. Second, the Manager purchases out-of-the-money puts with differing strike prices to hedge the downside risk associated with extreme downward events in the market and significant increases in volatility, and to take advantage of time premium decay rate differences. Kingsview deems the sale of naked or un-covered options on the S&P 500 as outside acceptable risk levels and therefore does not engage in the practice. At all times, the Program’s assets will be long a greater number of puts than it is short. Assets reported are strategy assets.

Jon Robinson and Brandon Langley, of Robinson-Langley Capital Management, are another recommended CTA by Best Managed Futures. RL Capital uses a mechanical trading method which it applies to a diversified portfolio of commodity, domestic and foreign currency, and financial futures markets. The Program employs a single-system, trend following approach that participates in both intermediate and long-term time frames, with an average holding period of 5 weeks. The Program trades a diversified portfolio of 30 markets across 8 sectors selected on the basis of liquidity, transparency and correlation. The Program incorporates a dynamic money management strategy which includes pyramiding profitable positions and systematically normalizing risk by adjusting exits throughout the duration of a trade.

A recommended trader that has been displaying phenomenal results is David Skudder, of Global AG, LLC. Although past results are no guarantee of future results, Global Ag has generated significant positive annual returns since the inception of the Global AG Trading Program. Global Ag utilizes a short to medium-term fundamental strategy to trade commodity futures markets on a discretionary basis. Global Ag’s market focus is soybeans, corn, and wheat. The program employs the use of spreads, options, and outright futures positions to manage opportunities and control volatility. Global Ag takes full advantage of Mr. Skudder’s vast experience in the commercial grain business and the contacts he has cultivated over his many years in the industry. The program offers trading in individual managed accounts to qualified eligible participants.

A new addition to our list of recommended CTAs is David Zelinski of Opus Futures, LLC. Opus Futures, LLC (“Opus Futures”) trades futures contracts on a wide range of markets, including agriculture, finance, energy, and others. Fundamental analysis is used in forecasting US and world supply and demand tables, monitoring of US and world weather, studying domestic and international freight values, and tracking underlying cash values associated with agricultural futures markets. Several trips are made across the US to study crop development as well. Other factors monitored include world currency values and political events that can have an influence on global trade flows.

Our final current recommended CTA is Emil Van Essen, of Emil Van Essen Managed Futures. Emil has more than 20 years of experience in the futures industry in both Canada and the U.S. Additionally, he has been a registered Commodity Trading Advisor since 1997. Mr. Van Essen’s positions in the futures industry have included being an Institutional Futures Specialist for Prudential Securities, Director of Quantitative Futures Analysis at REFCO Global Ltd. LLC, Chicago, and Director of Managed Futures for the Bank of Montreal in Toronto, Canada. At Bank of Montreal, Mr. van Essen established its managed futures operations and began testing and developing a Commodity Trading Advisor (CTA) selection model. VanKar and Abacus work closely together under Emil’s leadership to further develop and refine this new and unique technology for selecting CTAs. Emil is currently the president of both Abacus Global Fund Management LLC, a registered Commodity Pool Operator and VanKar Trading Corporation, a commodity futures firm headquartered in Chicago, Illinois. Emil studied honors mathematics at the University of Waterloo in Waterloo, Ontario from 1983 to 1986. Emil left the University of Waterloo to accept a highly regarded position at Prudential Bache Securities where he became one of the youngest brokers to qualify for Vice-Presidency and to be accepted into Prudential’s elite International Presidents Club. He holds a Series 3 license. Emil has been a member of Mensa, has won awards for achievement in mathematics, and has authored two books on systematic futures trading.

Best Managed Futures invites you to peruse our site and review the performance results, disclosure documents, and other important information for your investment journey. Please call us or email for any questions you may have regarding our recommended CTAs or how to invest.

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Please Read Before Continuing
CFTC RISK DISCLOSURE STATEMENT

THE RISK OF LOSS IN TRADING COMMODITY INTERESTS CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. IN CONSIDERING WHETHER TO TRADE OR TO AUTHORIZE SOMEONE ELSE TO TRADE FOR YOU, YOU SHOULD BE AWARE OF THE FOLLOWING:

IF YOU PURCHASE A COMMODITY OPTION YOU MAY SUSTAIN A TOTAL LOSS OF THE PREMIUM AND OF ALL TRANSACTION COSTS.

IF YOU PURCHASE OR SELL A COMMODITY FUTURES CONTRACT OR SELL A COMMODITY OPTION YOU MAY SUSTAIN A TOTAL LOSS OF THE INITIAL MARGIN FUNDS OR SECURITY DEPOSIT AND ANY ADDITIONAL FUNDS THAT YOU DEPOSIT WITH YOUR BROKER TO ESTABLISH OR MAINTAIN YOUR POSITION. IF THE MARKET MOVES AGAINST YOUR POSITION, YOU MAY BE CALLED UPON BY YOUR BROKER TO DEPOSIT A SUBSTANTIAL AMOUNT OF ADDITIONAL MARGIN FUNDS, ON SHORT NOTICE, IN ORDER TO MAINTAIN YOUR POSITION. IF YOU DO NOT PROVIDE THE REQUESTED FUNDS WITHIN THE PRESCRIBED TIME, YOUR POSITION MAY BE LIQUIDATED AT A LOSS, AND YOU WILL BE LIABLE FOR ANY RESULTING DEFICIT IN YOUR ACCOUNT.

MANAGED FUTURES MAY NOT NECESSARILY BE PROFITABLE UNDER ALL MARKET CONDITIONS AND ALSO MAY NOT NECESSARILY REDUCE VOLATILITY.

UNDER CERTAIN MARKET CONDITIONS, YOU MAY FIND IT DIFFICULT OR IMPOSSIBLE TO LIQUIDATE A POSITION. THIS CAN OCCUR, FOR EXAMPLE, WHEN THE MARKET MAKES A "LIMIT MOVE."

THE PLACEMENT OF CONTINGENT ORDERS BY YOU OR YOUR TRADING ADVISOR, SUCH AS A "STOP-LOSS" OR "STOP-LIMIT" ORDER, WILL NOT NECESSARILY LIMIT YOUR LOSSES TO THE INTENDED AMOUNTS, SINCE MARKET CONDITIONS MAY MAKE IT IMPOSSIBLE TO EXECUTE SUCH ORDERS.

A "SPREAD" POSITION MAY NOT BE LESS RISKY THAN A SIMPLE "LONG" OR "SHORT" POSITION.

THE HIGH DEGREE OF LEVERAGE THAT IS OFTEN OBTAINABLE IN COMMODITY INTEREST TRADING CAN WORK AGAINST YOU AS WELL AS FOR YOU. THE USE OF LEVERAGE CAN LEAD TO LARGE LOSSES AS WELL AS GAINS.

IN SOME CASES, MANAGED COMMODITY ACCOUNTS ARE SUBJECT TO SUBSTANTIAL CHARGES FOR MANAGEMENT AND ADVISORY FEES. IT MAY BE NECESSARY FOR THOSE ACCOUNTS THAT ARE SUBJECT TO THESE CHARGES TO MAKE SUBSTANTIAL TRADING PROFITS TO AVOID DEPLETION OR EXHAUSTION OF THEIR ASSETS. THE DISCLOSURE DOCUMENT CONTAINS A COMPLETE DESCRIPTION OF THE PRINCIPAL RISK FACTORS AND EACH FEE TO BE CHARGED TO YOUR ACCOUNT BY THE COMMODITY TRADING ADVISOR ("CTA").

THE REGULATIONS OF THE COMMODITY FUTURES TRADING COMMISSION ("CFTC") REQUIRE THAT PROSPECTIVE CUSTOMERS OF A CTA RECEIVE A DISCLOSURE DOCUMENT WHEN THEY ARE SOLICITED TO ENTER INTO AN AGREEMENT WHEREBY THE CTA WILL DIRECT OR GUIDE THE CLIENT'S COMMODITY INTEREST TRADING AND THAT CERTAIN RISK FACTORS BE HIGHLIGHTED. THIS DOCUMENT IS READILY ACCESSIBLE AT THIS SITE. THIS BRIEF STATEMENT CANNOT DISCLOSE ALL OF THE RISKS AND OTHER SIGNIFICANT ASPECTS OF THE COMMODITY MARKETS. THEREFORE, YOU SHOULD PROCEED DIRECTLY TO THE DISCLOSURE DOCUMENT AND STUDY IT CAREFULLY TO DETERMINE WHETHER SUCH TRADING IS APPROPRIATE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. YOU ARE ENCOURAGED TO ACCESS THE DISCLOSURE DOCUMENT BY CLICKING THE LINKS PROVIDED UNDER EACH OF THE RESPECTIVE CTAS. YOU WILL NOT INCUR ANY ADDITIONAL CHARGES BY ACCESSING THE DISCLOSURE DOCUMENT. YOU MAY ALSO REQUEST DELIVERY OF A HARD COPY OF THE DISCLOSURE DOCUMENT, WHICH WILL ALSO BE PROVIDED TO YOU AT NO ADDITIONAL COST. THE CFTC HAS NOT PASSED UPON THE MERITS OF PARTICIPATING IN ANY OF THESE TRADING PROGRAMS NOR ON THE ADEQUACY OR ACCURACY OF ANY OF THESE DISCLOSURE DOCUMENTS.

OTHER DISCLOSURE STATEMENTS ARE REQUIRED TO BE PROVIDED YOU BEFORE A COMMODITY ACCOUNT MAY BE OPENED FOR YOU.

ADDITIONAL DISCLOSURE REQUIRED FOR ADMINISTRATIVE FEES:

A COMPLETE DISCUSSION OF FEES AND CHARGES ARE REPORTED IN THE CTA's DISCLOSURE DOCUMENT. SPECIFICALLY, ONE SHOULD RECOGNIZE THAT AN INTRODUCING BROKER MAY CHARGE A FRONT-END START UP FEE OF UP TO 6% OF THE INITIAL CONTRIBUTION. PLEASE NOTE THAT THIS CHARGE IS NOT REFLECTED IN THE PERFORMANCE OF THE COMMODITY TRADING ADVISOR AND COULD HAVE A SIGNIFICANT IMPACT ON THE CUSTOMERS ABILITY TO ACHIEVE SIMILAR RETURNS.

I have read and understood the above cautions and wish to proceed.