Here is how to access more effective wealth management and asset protection

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  1. Download CTA account initiation documents

    2. Open our registration window. Sign in and follow the directions for downloading these documents:

    • CTA Confidential Client Profile, Risk/Return Questionnaire
    • CTA Advisory 001 concerning US citizen account holder and rules restricting access to performance based fees
    • CTA Discretionary Investment Advisory Agreement

    To complete and return the profile/questionnaire and the agreement, follow the instructions given after registration.

  2. Bill Cara reviews your client profile/questionnaire

    3. Following receipt of your completed Questionnaire, Bill Cara will review your profile and determine which CTA Investment Strategy is appropriate.

  3. Establish an electronic brokerage account

    4. Following your agreement of the appropriate Investment Strategy, Interactive Brokers will send you an Electronic Invitation to open an account at Interactive Brokers with CTA having trading access.

  4. CTA begins trading

    5. When the account is opened and funded, CTA will begin trading.