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

  • Offshore financial structures

    Trading is our only business. If you are a potential client interested in legal offshore financial structures such as trusts, annuities, foundations, international business corporations, or bank accounts we can only help you if you intend to direct funds held in these structures to CTA for trading management. If that is the case, we provide assistance by introducing you to competent independent professionals who we believe offer the quality of service you need to establish your desired structure. CTA receives no compensation for providing this assistance to anyone who subsequently becomes a CTA client.

    The independent professionals we introduce you to can provide their services at significantly reduced cost due to volume and product standardization. Also, many standard products or services can be tailored to your specific needs.

    Based in The Bahamas, CTA is well placed to find the best solutions – whether in The Bahamas or in other jurisdictions – for our global clientele. The Bahamas does have very effective asset protection laws and no income tax is charged, but clients with offshore needs must seek tax advice in their own jurisdictions.

    US citizens can legitimately move funds offshore. However, they should be aware that there are strict reporting requirements. While there are no tax benefits, US citizens can benefit from:

    • Asset protection against the unexpected
    • Compound growth in a tax-free environment, if eligible
    • The benefits of trust laws
    • Access to offshore-only investments


    Once your arrangements are made, your assets are held in the name of your financial structure. Then, you open an online account with Interactive Brokers. After a three-party agreement is concluded between your financial structure, Interactive Brokers, and CTA, we trade the account with full accord to your risk/return criteria. You can easily monitor your account online, and can cancel at any time.

    All CTA clients must adhere to money laundering regulations. CTA does not solicit clients to contravene any of the rules and regulations of any jurisdiction.