Alternative investment management built to enhance your portfolio's risk-adjusted returns.
02Operating philosophy
Capital is held in a futures account opened by the client at the FCM. The advisor receives trading-only authority through a written LPOA: no general withdrawal authority, and no Saratoga pooled vehicle between the client and the FCM.
SMA structureDefined position sizing and internal risk limits govern every exposure before it is established, and the advisor may reduce or halt trading at any time. Risk parameters are enforced at the account level.
Read the strategyFCM statements flow directly from StoneX to the client. The advisor's reporting supplements the custodian's record; it never replaces it.
How reporting works03Tactical Alpha Futures
Markets overshoot on fear. The program buys weakness and pullbacks in U.S. equity index futures, systematically, with defined risk.
Read the strategyRules-based algorithms evaluate market conditions daily and net into a single book at the close. No discretionary override.
The processSeparately managed accounts at StoneX. The client owns the account; the advisor holds trading-only authority.
How the SMA works04Program snapshot
Terms summarized for convenience; the advisory agreement controls.
Performance information and program documents are furnished on request following QEP qualification under CFTC Regulation 4.7. No performance information is presented on this website.
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