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Managed Funds and Fund of Funds

Information on fund of funds, commodity pool operators, managed futures accounts and hedge fund advisers.
Managed Funds and Fund of Funds
Best Money Manager of Today? You be the judge!
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Commodity Trading Advisors Investment - $25,000 Minimum
One of the hottest investments today: Managed Commodity Futures! Diversify your investment portfolio. Accepted for most retirement plans. Free info.
www.managedfuturespecialist.com  Save My Rating
Fund of funds
In-depth Coverage of 8,600 Hedge Funds. Free 14-Day Trial.
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CRM Specialist
Problem: Need to increase AUM Solution: Infinity's CRM System
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Fund of Funds Solutions
Cogent products for CRM, IRM, Portfolio Management and Accounting
www.cogencysoft.com
Larch Lane Advisors LLC
Investment advisor for alternative investments in hedge funds.
www.LarchLane.com
Gaim Int'l Fund of Funds
Attend Europe's only dedicated fund of hedge funds conference, 11th Nov
www.icbi-events.com/GaimFundofFunds
Top Mutual Funds
Ready To Invest In Mutual Funds? Talk With An Ameriprise Advisor.
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Turtle Trader, Russell Sands, Will Manage Your FX Account. $6K Minimum
SandsTurtleFX.com
Managed Account Advisors
Free Research- Over 250 Top Ranked Programs. $25K Minimum Investment
www.MA-Research.com
Investools in Los Angeles
Investools® Comes To Los Angeles Sept 11th. Sign up for a Free Class
Investools.com/LosAngeles
American Capital
Participate in Private Equity via Investment in our Public Funds.
AmericanCapital.com/Investment
A-Z Managed Funds and Fund of Funds Provider Directory
1-9 | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
A
Alaron Trading Corporation - Managed Futures Division
Offers professional discount brokerage services as well as full service and managed accounts. Provides real time quotes, charts, futures news, inhouse futures research, online trading, and up-to-the-click account balances.
www.alaron.com
Aspen Partners, Inc.
Fund managing, including an index and Willowbridge, relies heavily on long-term cycle analysis and key commodity trading advisors.
www.aspenpartners.com
Asterias
Specialize in promoting alternative investment in Europe. Located in the United Kingdom.
www.asterias.com
auda.net
International investment advisor specializing in a broad range of alternative asset investments.
www.auda.net
B
Managed Funds and Fund of Funds
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bestmoneymanagertoday.com
Toni Financial
Introducing broker providing full-service and discount brokerage and managed accounts.
www.betterfutures.com
Beacon Global Advisors, Ltd
Specialized global asset management programs, using global asset allocation to maximize investor gains.
www.bgaltd.com
Bookbinder Capital Management LLC
Alternative investments and wealth management services to high-net worth individuals and institutional investors
www.bookbindercap.com
Brandywine Asset Management, Inc. (U.S.A.)
Brandywine currently manages in excess of $80 million in client assets in fundamentally-driven systematic strategies. The firm's portfolios invest in US equities, global equity indices, interest rates, foreign exchange and natural resource marke...
www.brandywine.com
Bryant Capital Management
Offers high leverage, stock index investment programs for average investors.
www.bryantcapital.com
C
Cannon Trading
Provider of discount and online futures execution services, as well as professionally managed acounts. The site also offers fundamental and technical analysis.
www.cannontrading.com
Capital Management Partners, Inc.
Alternative Investment Strategies in managed futures, hedge funds, and special situations funds. Located in Fairfield, Iowa.
www.capmgt.com
CIBC Oppenheimer Alternative Investment Management
Provider of access for institutions and high-net-worth individuals to an array of alternative investments.
www.cibcopco.com
T. Young & Company
Management of approximately $60 million in asset allocations in the hedge fund and futures markets.
www.cyberfutures.com
D
DCA Global Investment Management
Management of client funds in traditional and alternative investment pools.
www.dca-global.com
Dominion Capital Management, Inc.
Dominion manages a portfolio of over $360 million, acting as investment manager to a variety of Fund of Fund, Multi-Manager and Single Manager structures.
www.domcap.com
E
E-hedge.com
Operates the RR Technology & Growth Fund which is open only to "accredited" investors. Must register with the company and a password will be issued giving full access to the fund.
www.e-hedge.com
Liberty Ermitage UK Limited
Offer a variety of multi-manager hedge funds pursuing various equity, fixed income, and currency strategies.
www.ermitage.lu
F
First Southeastern Capital Management
The firm offers clients investment opportunities in its two main funds: a short term equity index trading fund, and an intermediate trend following system.
www.firstse.com
G
Grants Pass Futures & Options
Introducing broker and provider of managed futures accounts for individual futures traders. The site also provides proprietary market analysis.
www.gpfo.com
H
The Hanseatic Group
Specializing in trading managed futures, investing in domestic and global equities, managing hedge funds and using interbank currencies to enhance the yield of equity and debt portfolios.
www.hanseaticgroup.com
J
Jayhawk Capital Management
Hedge fund manager for three separate hedge funds.
www.jayhawkcapital.com
JPD Enterprises
Commodity trading advisor and commodity pool operator applying a systematic, long-term and diversified approach to many markets.
www.jpdent.com
L
LJH Alternative Investment Advisors
Consulting and investment advisory firm providing advice in the area of alternative investments and wealth management.
www.ljh.com
M
Magnum Group
Specializes in identifying world's leading hedge funds and offering investors a range of both single-manager funds and funds of funds (combinations of hedge funds) to choose from.
www.magnumfund.com
Commodity Trading Advisors Investment - $25,000 Minimum
One of the hottest investments today: Managed Commodity Futures! Diversify your investment portfolio. Accepted for most retirement plans. Free info.
www.managedfuturespecialist.com
Myfundmanager.net
Select hedge-fund managers.
www.myfundmanager.net
My Managed Futures
Company offers full and discount brokerage services. Other services include fundamental and technical analysis and managed futures accounts.
www.mymanagedfutures.com
N
New England Pension Consultants
Employee-owned, full-service investment consulting firm.
www.nepc.com
Nexus Group
Private technology multistage venture capital and investment firm.
www.nexusgrp.com
NMS Management
Provider of educational forums for the wealth management, family office and endowment and foundation communities.
www.nmsmanagement.com
O
The Olympia Group of Companies
International investment management group that services more than $800 million in assets in investment funds, fund of funds and investment portfolios.
www.olympiagroup.com
P
Park Place Capital
London, UK based investment advisor to several offshore and a US LLC, hedge funds.
www.parkplace.net
Peregrine Financial Group
Provider of online futures brokerage and managed futures services. Site also provides proprietary fundamental and technical analysis.
www.pfgca.com
R
RMF Investment Group
Global network of alternative investment specialists.
www.rmf.ch
RPM Risk and Portfolio Management
Independent company specializing in trading management, risk management and risk monitoring for derivatives asset management products.
www.rpm.se
S
Strategic Investment Management
Money manager, asset manager and fund manager offering limited liability, limited partnership investments to institutions and accredited individuals.
www.s-i-m.com
Sagam Capital LLC
Trades client funds in a US Dollar-neutral currency fund.
www.sagam.com
Sanctity
Private label alternative investment funds for clients as risk management and business development strategies.
www.sanctity.com
Optima Pool
Providing POOL managed futures using a technical system.
www.saunalahti.fi
Daniel B. Stark & Company
Offers managed futures investors and institutions a comprehensive selection of research, information and consultation. This encompasses a variety of specialty services including a monthly newsletter, quarterly CTA performance reports, a comprehe...
www.starkonline.com
T
Towneley Capital Management
Value-oriented Securities and Exchange Commission (SEC) registered independent investment adviser with close to $1 billion in assets under management.
www.towneley.com
Barnebee Trading Group
Provider of full-service and discount futures brokerage and managed futures accounts. The site also provides technical and fundamental market information.
www.tradinggroup.com
U
Commodity Futures Options Trading
Advisers specializing in trading stock index futures.
www.usafutures.com
US Futures & Options
Provider of full-service and discount futures and foreign-exchange brokerage. Also offers managed futures accounts.
www.usfollc.com
Z
Zurich Capital Markets
Provider of specialized financial products aimed at managing clients' risks and meeting regulatory requirements.
www.zcmgroup.com
Fund of funds
In-depth Coverage of 8,600 Hedge Funds. Free 14-Day Trial.
www.morningstar.com
CRM Specialist
Problem: Need to increase AUM Solution: Infinity's CRM System
www.mscrmforfinserv.com/
Fund of Funds Solutions
Cogent products for CRM, IRM, Portfolio Management and Accounting
www.cogencysoft.com

Guide to Managed Funds and Fund of Funds

Starting your own fund of funds portfolio


So you’ve decided to open up a fund of funds business. Your expertise and background have been in investing in mutual funds and you have been successful in producing high-yield returns. Now, you’re ready to move into the fund of funds field. One major reason you want to move into this field is that you're looking to allocate a part of your portfolio into an alternative asset program.

Since you’re new to the field, you should gradually move into the area, rather than jumping into it full force. Before investing or trading in fund of funds, do the following:

  1. Track your fund management portfolio with fund of funds software.
  2. Trade index funds first.
  3. Invest in large fund of funds.



Action Steps

The best contacts and resources to help you get it done

Use funds of funds software to track your fund management portfolio Using fund of funds software will save you time so that you can focus on your investment objectives. The fund management portfolio software enables you to centrally store all of your data and documents, rather than having to use numerous spreadsheets or applications. The funds of fund software allows you to manage a portfolio of a fund of funds business manager and study the research of the fund of funds management.

I recommend:  Backstop Solutions Group fund of fund’s software is simple to use. The web-based application contains a portfolio management feature component, where you can manage your income and expenses. You’ll also want to check out FrontVenture Fund of Fund software made by eFront. With FrontVenture, you can customize the application according to what you need, and add on capabilities as you need them. You can monitor investment projects and work flow, among other functions.

Use money from your funds of funds account to trade index funds Trading index funds, which are managed funds, is a wise move because it gives you leverage. For one, you don't need to put up a lot of money to invest in individual securities. You can purchase the index fund as easily as a stock. Another advantage to trading in index funds is that they don't have zero value. On the other hand, if you invest in a company's stock that loses value, you will lose, too. You can still yield high returns, regardless if the market is up or down. These professionally managed funds are relatively conservative.

I recommend:  Rydex is one of the largest fund of funds in the market. The Rydex Venture 100 invests in leveraged instruments, including futures, contracts, options, and others. You’ll also want to look at the UltraShort NASDAQ-100 ProFund, weighted toward the NASDAQ-100 Index.

Invest a portion of your portfolio in the largest fund of funds You should consider investing in the largest fund of funds. Like index funds, you can protect your portfolio against a lot of volatility. These managed funds and fund of funds have a highly talented investment team of experts who do not let the emotions of the market's ups and downs sway them. Instead, these experts focus on the fundamentals of the market.

I recommend:  Vanguard STAR fund consists of both domestic and foreign funds, in addition to short and long-term funds. Vanguard is one of the largest mutual fund companies, and many corporations have opened 401(k) plans to invest in Vanguard’s mutual funds. Also take a look at Pacific Life Insurance Company’s Portfolio Optimization Funds. Portfolio Optimization Funds offer five Asset Allocation funds you can choose from.

Tips & Tactics

Helpful advice for making the most of this Guide
  • Watch your expenses as you invest in the fund of funds. It's important that you keep them as low as possible.

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Guide to Managed Funds and Fund of Funds
By Felicia R. Blue
Financial Services
User Rating
8.0
out of 10
Starting your own fund of funds portfolio.
So you’ve decided to open up a fund of funds business. Your expertise and background have been in investing in mutual funds and you have been successful in producing high-yield returns. Now, you’re ready to move into the fund of funds field. One major reason you want to move into this field is that you're looking to allocate a part of your portfolio into an alternative asset program.Since you’re new to the ... Read more

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