| Investor
Advisory
Services |
Managed Account Research, Inc.
specializes in managed account search and screening,
and the design and construction of
diversified alternative investment trading
portfolios for private and institutional investors
by assisting them in allocating risk capital to
professional managers with proven trading
programs. Our clients participate in investment
opportunities that encompass all tradable markets
that influence worldwide capital and commodity flows, as well as
every trading strategy and investment style
available in the managed account arena.
Managed Accounts Research, Inc.'s (MARI) unique services
can be classified into three distinct areas of
value.
MANAGED ACCOUNT
SCREENING & ADVISEMENT
MANAGED ACCOUNT
BROKERAGE
MANAGED
ACCOUNT MONITORING
& REPORTING
Managed
Account
Screening & Advisement
MARI identifies, evaluates and recommends CTAs
and managed pools and funds, that attempt to
achieve superior investment results with less
relative risk than traditional buy and hold
strategies on a highly consistent basis. Using
MARWEB and PORTFCTA, our
proprietary analysis and evaluation software
applications, we identify possible trading
advisors and develop custom non-correlated
multi-advisor portfolios and blends for our
clients.
Managed
Account
Brokerage
MARI is
strategically aligned with the Man Financial
Inc., as an Independent Introducing Broker (IIB).
Man Financial provides our clients superior
service and global clearing for our fixed
income, foreign exchange, derivative and futures
transactions. Additionally, MARI can introduce
other prime dealers and clearing firms to our
clients depending on the investment program
recommended. Client accounts are held by
registered clearing firms and trading orders are
executed by the registered Commodity Trading
Advisors on behalf of our clients, using the
clearing firms’ vast financial and worldwide
execution and brokering resources.
Managed
Account
Monitoring & Reporting
Through its
database applications, and monthly and quarterly
publications, MARI evaluates and reports on our
client’s investments and strategies to achieve
continued fulfillment of their goals and
objectives.
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