How a Managed Futures Account Works

You open an account at a clearing firm in your own name and sign a limited power of attorney authorizing a CTA to trade it. The CTA cannot withdraw your money — they can only place trades. Your cash stays at the clearing firm, positions are marked to market daily, and you can typically see every position in real time. Most accounts can be closed or the advisor revoked at any time.

How They Differ from Self-Directed Trading

In a self-directed or broker-assisted account, you make every decision. In a managed account, you make one decision — who trades for you — and the CTA makes the rest. That trades day-to-day involvement for management and incentive fees, and it places the entire outcome in someone else's discipline. Choosing that someone is the decision that matters.

The Honest Risk Picture

CTAs trade leveraged instruments. Drawdowns of 20 percent or more are common even in good long-term programs. Management fees (often around 2 percent annually) and incentive fees (often around 20 percent of new profits) reduce net returns. Futures trading involves substantial risk of loss and is not suitable for all investors; past performance is not necessarily indicative of future results. Read the disclosure document before investing — every word of it.

Managed Futures FAQ

What are managed futures?

Managed futures are investment accounts in which a professional money manager — a Commodity Trading Advisor (CTA) — trades futures and options on behalf of clients. The investor owns the account; the CTA has limited power of attorney to trade it.

Are managed futures the same as a mutual fund?

No. A managed futures account is an individually owned account at a clearing firm, traded by a CTA under a limited power of attorney. Unlike a mutual fund, you can see every position, and the CTA can go short as easily as long.

Who can invest in managed futures?

Requirements vary by program. Some CTA programs accept any suitable investor; others are limited to Qualified Eligible Persons (QEPs) — investors meeting specific income, net-worth, or portfolio-size thresholds. Minimums typically range from tens of thousands of dollars upward.

Is a Managed Account Right for You?

Call 317-848-8050 — we will give you a straight answer, including when the answer is no.

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