Let the team at Attain take a look at your current managed futures exposure for hidden fees, lack of manager selection skill, and more:
Many of the advisors we talk to were sold one thing, and are getting something much different. They may be in a fee laden product, in something which says managed futures on the cover but doesn’t actually contain managed futures on the inside, or have exposure to the largest managers in the space who intentionally shoot for lower returns to achieve lower volatility.
Our free assessment will analyze:
- Peer and benchmark comparisons
- The underlying strategy – will it provide crisis period returns? Absolute returns?
- Costs and fees for access – how much is it really costing?
- Market Exposure – skewed towards financials, or significant commodity exposure
- For multi-manager products, the portfolio manager’s skill in selecting
Complete the form to the left and we will contact you to schedule your free assessment.
