TraderSource offers a unique menu of services to clients interested in alternative investments.

Services include:

  • Manager identification and selection: TraderSource maintains one of the world's premier databases of Commodity Trading Advisors and can assist you in finding and selecting managers for your portfolio;
  • Customized due diligence reviews: We prepare complete reports on managers that include summaries of our qualitative and quantitative performance analysis, background reviews and performance verification;
  • Real-time portfolio monitoring: We will monitor your traders on a real-time basis for risk, style drift and performance concerns
  • Performance calculations: We can prepare weekly or monthly performance reports so you can easily see the results of your overall portfolio and make adjustments as necessary;
  • Portfolio Structuring: We can assist you in structuring your allocations and brokerage relationships to use capital efficiently, reduce portfolio expenses and minimize risk from creditor claims. We also perform statistical analysis and prepare reports to show you how different combinations of traders should affect the performance of your alternative investment portfolio.
  • Customized Projects: If you have a unique need related to alternative investments, chances are good that our talented, experienced team can assist!

Please contact us to discuss how we may help.

 
 
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