Managed Futures

Managed Futures are investments in currencies, commodities, and government securities. They are funds, similar to mutual funds, that are directed by professional money managers called Commodity Trading Advisors (CTA).
Source:investorwords.com
Minimum investment: $25,000

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Profit Potential In Any Economic Environment

• Rising or Bull markets: Buy futures positions for potential profit
• Failing or Bear markets: Sell futures positions for potential profit
• In times of Inflation commodities such as gold, silver, crude oil & grains tend to move higher
• In times of deflation futures provide an opportunity to sell as markets fall
• PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.

A Regulated Asset Class

Among the many benefits of investing in professionally-managed futures is that the commodities and futures markets are a regulated asset class. Managed futures are traded by licensed, experienced Commodity Trading Advisors (CTAs). All trades are cleared through a clearing house which is monitored by the National Futures Association (NFA) and the Commodity Futures Trading Commission (CFTC).

Highly-Performing Asset Class^†

^†Key: YTD performance numbers are estimates as of 12/31/09. Managed Futures = Credit Suisse/Tremont Managed Futures Index, Cash = 3 mo T-Bill rate, Bonds = Vanguard Total Bond Market ETF/Citi World Bond Index for 10yr data, Hedge Funds = Credit Suisse/Tremont Hedge Index, Commodities - Reuters/CRB Commodity Index, Real Estate = Dow Jones Wilshire Real Estate Securities Index, World Stocks = MCSI World Index (ex USA), US Stocks = S&P 500 Index

Tax Benefits^††

For those in the upper tax bracket, tax savings can be as much as 30% on short term gains in futures vs. stocks. According to the Tax Act of 1981:

• Short-term profits in futures are:
• 60% long-term: 15% tax
• 40% short-term: 35% tax


• Short-term trading profit stocks are:
• 100% short-term: 35% tax

^††We recommend managed futures should only be used with speculative capital, & that the investment should not exceed 20% of assets for 10% of client's overall net worth. Alternative investments such as managed futures are not suitable for all investors. We recommend reviewing any investment tax consideration with a qualified tax professional. Vista Capital Management, does not provide tax advice. Investors must consult their own tax advisers regarding the possible tax consequences of an investment in commodities.

Opportunity To Invest Globally

In the last two decades the world of commodities & futures has grown dramatically. Participate in 150+ global futures products to reduce risk & potentially profit from non-correlated markets.