investment
David Stone serves as Director/Investments for The CR Wealth Management Group of Stifel. Before he could buy, sell, and trade stock for his clients, David Stone acquired a number of security licenses, including the Series 31, Futures Managed Funds. Applying the knowledge built through his attainment of the Series 31 and other security licenses, David Stone offers his clients the option of pursuing managed future investment strategies.
Managed future investment strategies are a diverse class of alternative investment approaches. What they have in common is that they use futures contracts to mitigate portfolio risk, as well as capture profits in both long- and short-term market trends. A futures contract is an agreement to buy or sell a given asset at a predetermined date for a predetermined price. This asset could be a commodity, such as oil, an agricultural product, foreign exchange, or assets, such as government bonds or financial products tied to the equity indices.
Most managed future investment strategies use futures contracts for liquid assets, such as foreign exchange, commodities, or equity indices. The incorporation of futures contracts into an investment strategy has been shown to be advantageous to investors who wish to mitigate risk, especially when the economy is experiencing inflationary pressures, which may result in losses or reduced appreciation for investments in stocks and bonds.
There are significant risks associated with managed futures, and they are not suitable for all investors. You could lose all or a substantial amount of your investment. Risk of loss is due to the speculative and leveraged aspects of trading, fluctuating prices, and the unpredictability of market direction. Exchange rules limiting price fluctuations and setting speculative position limits may also increase risk.
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