| Why Kingsview |
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Not Correlated with the Equity Market: Unlike stocks and mutual funds, Kingsview Management’s trading in the futures market is not dependant on the market going up to be successful. Kingsview Management’s investments are not correlated to equities, therefore we believe our investments are an ideal diversification tool. Preservation of Capital: Kingsview Management’s trading strategy includes buying out-of-the money puts, to hedge downside risk. This means that there is the potential for a positive return whether the market in general is performing well or poorly. It is also possible to lose. No guarantee is made that a positive return will result. Variety of Account Types: Kingsview Management offers account types for a range of needs, including individual, joint, corporate and IRA accounts, providing our investors with a variety of ways to manage their money. Professional Money Managers: In the opinion of Kingsview Management, most non professional traders have poor performance records. With Kingsview Management’s professionals trading your account, you have the assurance of our experience and strategy up front as well as a full disclosure of our past performance. Regulation: Kingsview Management is regulated by the Commodity Futures Trading Commission, an agency of the federal government, as well as the National Futures Association, the self- regulatory body of the futures industry. Investment Strategy: Kingsview Management’s Investment Strategy has been carefully developed to try to reduce risk. Professional money management and a strategy behind the trading removes the emotional component from trading, and allows for more clear, logical decisions. Tax Benefits: For tax purposes, equities held for less than one year are treated as a short term investment and therefore subject to normal tax rates. Futures, however, are considered 40% short term and 60% long term (only subject to an aggregate rate of 23%). Thus, an investor with managed futures in their portfolio can save as much as 30% on taxes on short-term gains in futures versus equities. Consult your tax advisor to determine how these potential benefits could affect you. Accessibility of Information: With Kingsview Management, you can view your account and trades daily, allowing you full knowledge of exactly what is being done with your money at any given time. Why Kingsview?: We believe in our program; we believe that we have shown with our performance history that we can perform in all types of markets, that we can balance our positions and that our strategy allows us to handle the ups and downs that the market has to offer. Combined with our commitment to the growth of our investors, and the myriad of reasons to invest in managed futures previously listed, we believe this makes Kingsview Management an excellent choice for investors that have portfolios in which a managed futures allocation might be appropriate. |
Due to low correlation to the major asset classes, the addition of the CTA Program to an investment portfolio, we believe, can decrease the total portfolio volatility.
Modern Portfolio Theory, developed by Nobel Prize winning economist Harry Markowitz, states that diversifying among asset classes with low to negative correlations can move an investment portfolio closer to the efficient frontier.
