At Heritage West, we strongly believe that one of the most effective ways to achieve investment goals is through using professionally managed futures.

By their very nature, managed futures provide a diversified investment opportunity. Trading advisors can participate in more than 150 global markets; from grains and gold to currencies and stock indices. Many funds further diversify by using several trading advisors with different trading approaches. The goals are to reduce the overall risk as measured by maximum drawdowns and/or increase return. There is no guarantee that these goals can be achieved.

Benefits of Managed Futures

The potential benefits of managed futures within a well-balanced portfolio include:

  • Potential for reduced portfolio volatility risk
  • Potential for enhanced portfolio returns
  • Ability to profit in any economic environment
  • Ease of global diversification
  • Professional management

Our CTA Selection Criteria

A CTA (Commodity Trading Advisor) is the manager of a futures program. At Heritage West, we focus on three aspects of managed futures in order to offer our clients the most suitable products.


We regularly monitor the track records of CTAs. These track records include total funds under management as well as total profits and losses in both actual numbers and as a percentage of assets


When examining CTA track records, we’re vigilant of steady growth in both total return and total funds under management over the last 2-5 years. We seek out stable, profitable and consistent professional traders rather than those who are hot for a short period.


We specialize in finding programs for investors who have risk capital of between $40,000 and $500,000.

Speak with a Heritage West Financial about how managed futures can help provide protection and diversification in your portfolio.

Request a Free Managed Futures Consultation