Separately Managed Accounts (SMAs) vs. Fund Investments

Over the years, we can’t count the number of times we have had to explain the difference between a separately managed account (SMA) and a fund structure. Until this day, many investors may still not completely understand the differences between the two. Given much of the confusion and misunderstanding, we…

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3 Mistakes Investors Make When Investing in Managed Futures

The team of advisors at aiSource speaks with many different types of investors each day. From individual investors to larger fund of fund clients, we see similar mistakes being made which forces investors out of the managed futures space and back into traditional assets. Below are three common mistakes we…

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Questions To Ask Before Selecting a Managed Futures Firm

As managed futures have gained popularity over the past 20 years, the number of firms offering managed futures has also increased. Firms and advisors from all over the world have expressed the need for diversification, pitching the asset class to the everyday investor. Managed futures provide investors with an uncorrelated…

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Making an IRA Contribution to Managed Futures

With the tax deadline coming up next month, many investors are preparing the make their 2015 IRA contributions before the deadline.  Now is also when most investors make adjustments to their retirement portfolios – tweaking allocations within asset classes, and switching asset classes all together.  As addressed in a previous…

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