Advancing your portfolio and your best interests

“Our clients – corporate, institutional, and individual – know that it takes focus and robust performance to profit during uncertain economic times. They choose CTA to effectively protect and grow their wealth. Clients retain complete control of their accounts while our unique management model, efficient advisory and trading systems, and global team of traders work for them around the clock.” ~ Bill Cara

  • Strategies tailored to your risk/return profile

    The three CTA strategies are designed to address the five risk/return levels shown in Item XI of the CTA Confidential Client Profile, Risk/Return Questionnaire.

    The Dynamic Strategy addresses D and E, the highest levels of both risk and return.

    • D, Dynamic Growth, puts strong emphasis on heightened returns and allows close management of a significant level of risk.
    • E, Speculative, puts the strongest emphasis on the greatest returns while accepting the need to effectively manage very significant levels of risk.
    • The Dynamic Strategy portion of a total portfolio involves put and call purchases on Cara 100 companies’ options.

    The Moderate Strategy addresses B and C, the higher levels of both risk and return.

    • B, Controlled Risk, emphasizes well-controlled risk while seeking greater returns than is possible at level A.
    • C, Moderate Risk, shifts emphasis to greater returns while allowing a higher level of still well-managed risk.
    • The Moderate Strategy portion of a total portfolio involves option put and call writes on Cara 100 companies.

    The Risk Averse Strategy addresses A, the lowest level of both risk and return.

    • A, Income, emphasizes safety above all and accepts limited returns.
    • In the Risk Averse Strategy the entire portfolio is put into a very low risk put write options program.
    • Various fixed-income securities may come to be included, and when these are actively managed a performance fee may be charged only on completion of a new Agreement by the Client.