Triton Capital Advisors, LLC: An Overview Of The Process
It is essential that we understand that every client will have a distinctive set of needs, goals, and expectations. We use a three-pronged cycled approach to building working relationships and to finding solutions that best suit each client:
- Education and Feedback
Educating our clients on managed futures so that they may better grasp the asset class is an integral part of the cycle. When clients have a basic understanding of the program we can reach a mutual understanding of their goals, needs, and expectations for investing. - Portfolio Analysis and Design
We discuss managers with our clients to elicit responses, which help us to develop a successful managed futures portfolio. Whether a client is a first-time investor, is adding managed futures to an established portfolio, or an experienced investor with current managed futures investments, we feel it is important to develop a strategy based on the client’s entire investment portfolio so that their needs and goals may be best met. When a managed futures portfolio has been developed and approved, we guide the client through the account-opening process, helping complete the paperwork, and facilitating the transfer of funds. - Monitor and Review
Tracking and monitoring are key elements of successful portfolio management. When accounts are opened and trading begins, we monitor manager and account activity daily, and provide on-going analysis of the performance of all managers in the client's portfolio. Along with the monitoring of current portfolio managers we work to ensure that the best programs are always available by researching and reviewing emerging managers and funds. Based on any new information we may gather from the monitoring and review step, we continue to educate and work with clients so that their managed futures portfolios are always working to meet their needs and goals.
