MANAGED ACCOUNT OVERVIEW

We are now offering managed account programs to our clients with a licensed, Commodity Trading Advisor. One such manager that we have negotiated special terms with is Forex Funds, LLC. (NFA ID # 0321052).

Forex Funds, LLC (the “Advisor”) is an asset advisory firm for parties seeking to compliment a traditional investment portfolio by adding exposure to the Forex Market using algorithmic and discretionary trading models.

Managed Forex now makes it possible for an individual to receive account management similar to that which an institution would receive, but with lower opening balances. In the past, individuals who wished to open a managed account may have needed to make large deposits to obtain professional management.

Self-trading in the Forex market is at best a difficult proposition. To be a successful trader, you must follow market movements 24 hours a day, six days a week. Many Forex investors do not have the time, experience or desire to trade with this intensity themselves. Forex Managed Accounts were created for investors with risk capital who do not necessarily want to trade on their own. In a Forex Managed Account the positions belong to your portfolio alone. Unlike mutual funds or hedge funds which commingle your funds with other investors, a Forex Managed Account is in your name and all or part of your funds can be redeemed within one day. There is no lock up period. The managed account only holds your positions and allows you to follow a cost-basis for each of the currencies in your account. Based on your long-term goals, risk tolerance and time horizon, you can select a from several managed Forex trading programs.

Some Benefits of an FX Managed Account

• Funds are deposited with a qualified broker
• Monitoring of performance and open positions in real-time
• Your own secure and private online login and password
• Money is redeemable within 24 hours
• Privacy is enforced
• Professionally managed
• Monthly posting of results

Making money has never been easy and respectable returns are often taken for granted. To achieve consistency one must thoroughly analyze, track, and monitor economic conditions around the globe. When making a decision to place funds in the Forex market, one should consider the expertise and experience of a well placed currency manager. There is an enormous amount of time needed to ensure intelligent representation in a fast moving environment. Managing decisions are priceless and a responsibility that is best left to a seasoned professional.

Two of the major types of managed Forex accounts are those traded manually, and those traded by automated programs called algorithms. Trading algorithms are pieces of software that automatically trade currencies based on a hard coded set of rules. A coder will write the system and money management rules into a variety of programming languages to produce software that could provide a more regulated rate of return for the managed account than the manual trader. Some of the more traditional companies and individuals alike prefer to have their funds traded manually, as the human interaction aspect can sometimes yield smaller draw downs (losses) and larger returns. Again, as with any program or trade, there is always the risk of losing all of one’s capital in any actively trading market or positions.