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OUR SERVICES
Brokerage
Handle all account paperwork for new clients
Order entry: electronic and pit execution
Customer service and client liaison
Administration
Trade allocations
Trade and account reconciliations
Real time and end of day position and margin reports
Customized position and equity reports
Real time risk analysis*
CTA Fee calculations and administering*
Record keeping for potential NFA auditing
Compliance
Disclosure document set up and maintenance*
Audit and accounting supervision*
Marketing
Coordinate rating site set up and monthly updates
Video interview for distribution and web posting
Host trade show appearances and conferences*
Website development and updates*
Provide exposure across active client database
Host monthly conference call updates for CTA clients and prospects