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Boston & Zechiel Management

boston.altavra.com

Open A Futures and/or Forex Trading Account.

Manager Name: Boston & Zechiel Management
Program Name: ACTS Aggressive, ACTS Conservative
Minimum Investment: 100,000 USD
Strategy: Systematic, Trend-Following, Indexing
Markets: S&P 500, Dow Jones Index
Restrictions: None
Disclosure Document: Disclosure Document: Boston & Zechiel Management
Management Agreement: Call
Download Page: Download & Save: Boston & Zechiel Management
Print Page: Printable Version: Boston & Zechiel Management
Disclosure Statement: Open

View The Performance Report for

Boston & Zechiel Management

includes free access to the managed futures database

Managed Futures CTA Report: Boston & Zechiel Management

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Online Account Application: open.altavra.com / Account Forms: forms.altavra.com / Manager Shortcut: boston.altavra.com

Program Description: The Annual Cycle Trading Strategy

 

The overall goal of each of the Boston & Zechiel Management trading programs offered in this document is to achieve account appreciation through the use of an on exchange futures investment strategy. Boston & Zechiel Management’s objective will be to obtain, relatively high risk-adjusted returns while striving to protect investor capital under management against adverse market trends. In order to attract a variety of potential clients we have decided to provide the strategy in two forms; a conservative account format (“Conservative Variant”) and an aggressive account format (“Aggressive Variant”). Each of these strategies will be referred to as the “Annual Cycle Trading Strategy" as there is no material strategy difference between them. The difference between the programs is largely related to the amount of leverage utilized and not the actual trading methodologies. A full explanation of both the conservative and aggressive strategies is presented below. The following presentation is intended to accurately present the trading methodologies of the Annual Cycle Trading Strategy in “plain English.” After reviewing this information, if you have any questions about either the conservative or aggressive investment programs please feel free to contact Boston & Zechiel Management at anytime.

 

General Trading Ideals

The overall goal of the Annual Cycle Trading Strategy is to capitalize on the financial markets seasonal tendencies. The Annual Cycle Trading Strategy attempts to do this by trading S&P 500 or Dow Jones Industrial Index Futures to achieve a leveraged ratio on the broader S&P 500 or Dow Jones Industrial Index. Positions are held for periods of time that may vary from one day to several months based on market cycles. In the event market conditions do not appear to be favorable for trading, the Annual Cycle Trading Strategy system will not generate any trade signals. As a result the assets of your account may also remain dormant at your respective Futures Commission Merchant for extended periods of time. While the System is based solely on technical factors, fundamental information as well as market conditions and news bulletins can affect Boston & Zechiel Management’s ultimate buy and sell decisions within the proprietary guidelines of the Annual Cycle Trading Strategy strategy. Boston & Zechiel Management will always use Annual Cycle Trading Strategy as a basis for position management, but may also use other fundamental and technical methods and strategies from time to time given the then prevailing market conditions. Boston & Zechiel Management will utilize highly sophisticated technology as well as technical and fundamental analysis in executing trades.

 

Baseline Strategy / Conservative Variant

Our trading philosophy begins with the premise that annual cycles within stock markets exist and can be capitalized on. In very general terms we believe it takes 12 months to complete one annual cycle. The Annual Cycle Trading Strategy trading strategy therefore seeks to follow and establish a leveraged “Long Only” position. Our long only positions are taken only within the stock index futures markets in an attempt to take advantage of these perceived financial cycles. The Annual Cycle Trading Strategy goal over time will be to take advantage of the expected ‘up’ portion of the annual cycle. To do this the Annual Cycle Trading Strategy will rollover the quarterly futures contracts until the ‘down’ portion of the annual cycle is expected to begin. At this point we will attempt to exit our long only positions and exit any trend we have been trading.


While holding a long position of index futures the Annual Cycle Trading Strategy employs a hedging strategy through the purchase of deep-out-of-the-money put option contracts and/or option collars on the underlying futures held. Our intended purpose for hedging within the Annual Cycle Trading Strategy is to limit the opportunity for catastrophic losses. It is our opinion that these deep out of the money options for their cost are an effective risk control. Specifically, because positions within the Annual Cycle Trading Strategy may be held for a long period of time these options may help to protect against extreme volatility. The positions will not however provide significant relief to the regular ebb and flow of draw downs which are to be expected in any longer term strategy.

 

During the expected ‘down’ portion of the annual cycle, clients trading the Annual Cycle Trading Strategy will likely hold no positions within their accounts until the next ‘up’ portion is expected to begin. There is one exception to this rule however. The Annual Cycle Trading Strategy will enter a partial long position before the ‘up’ portion of a market cycle is expected to begin if it is perceived that stock index prices have dropped to specific internally determined levels since the exiting of the previous long position. If this occurs the Annual Cycle Trading Strategy will increase the partial position to a full position if index futures prices continue to drop low enough.


Higher Leverage /Aggressive Variant

This aggressive version of the Annual Cycle Trading Strategy program is material similar to the conservative program described above. The only differences between the Conservative Variant program and Aggressive Variant program of the Annual Cycle Trading Strategy are as follows:


1 - The aggressive strategy will at times use double leverage. In other words client account equity ratios will be as much as two times higher than the conservative variant.


2 - The aggressive variant will attempt to take advantage of the expected ebb and flow of prices. In other words it will not purely trade large annual cycles as the conservative variant intends to do. Trading decisions will be made in a materially similar fashion, however the time frame evaluated when attempting to observe market cycles will be shortened. As a result of evaluating shorter market cycle periods more frequent trading will occur within the aggressive strategy.


3A - Recall that the Annual Cycle Trading Strategy uses “Long Only” positions. With the aggressive variant in the event market prices move downward Boston & Zechiel Management will increase the long position held within your account.


3B - Generally the conservative variant of the program will hold trades throughout the duration of an established cycle period. With the aggressive version of the strategy, if prices increase to predetermined levels Boston & Zechiel Management will exit a portion of the trade in an attempt to capture additional profits. Similarly, the aggressive variant does not have restrictions on when or if the entire position is exited. As such trades may be entered during the ‘up’ portion of the annual cycle, closed, and re-entered for the purpose of possibly identifying sub cycles within the same ‘up’ period.


Short-Term Beta Trading Strategy (“Beta”)

Our initial (and terminated) trading strategy was based on very short-term “contrarian” technical indicators. We used these indicators to establish either a Long or Short position in E-mini S&P 500 futures. Over time the strategy changed and morphed into a new variant but the underlying principal was always based on short-term indicators (which is opposite of the Annual Cycle Trading Strategy). After repeated failures this strategy was abandoned all together after April 2008. The Beta program ended effective April 30, 2008.
 

Management Information: Jeremy Boston

Jeremy Boston is a co-founder and managing member of Boston & Zechiel Management. He began his professional career in May 1997 at food and beverage company Kraft Foods, based in Northfield, Illinois. While at Kraft he acted as a Senior Business Analyst assisting in IT development of the company’s various business areas until March 2000. From March 2000 through November 2000, Jeremy Boston served as Director of Information Technology at Tax Rite, Inc., a professional tax advice service based in Arlington Heights, Illinois. As Director of Information Technology Jeremy Boston was responsible for managing the company’s various technology applications. From November 2000 through October 2006, Jeremy Boston served as Director of Information Technology at Cosmetique, Inc., a cosmetics manufacturer based in Vernon Hills, Illinois. Here too Jeremy Boston's role as Director of Information technology required him to manage the company’s various technology applications. From October 2006 through May 2009, Jeremy Boston served as Programming Development Manager at First American Bank based in Chicago, Illinois. As a Programming Development Manager he was responsible for developing programming specifics for the firms various software applications. In June 2009, Jeremy Boston resumed his duties as the Director of Information Technology for TaxRite, Inc., and continues to serve in that capacity today.


Jeremy Boston studied Computer Science at Purdue University, where he attained his Bachelor of Science degree in that discipline in 1997. Jeremy Boston is FINRA Series 3 examination qualified. As of September 8, 2006, Jeremy Boston is listed with the CFTC as a Principal of Boston & Zechiel Management; as of October 6, 2006 Jeremy Boston is registered with the CFTC as an Associated Person of Boston & Zechiel Management; and, as of October 10, 2006, Jeremy Boston was approved as an Associate Member of the NFA.

 

Management Information: Brian Zechiel

Brian Zechiel is a co-founder and managing member of Boston & Zechiel Management. He studied philosophy at the University of Illinois at Chicago. Brian Zechiel began his professional career as Inventory Manager at cosmetics manufacturer Cosmetique, Inc. in Vernon Hills, Illinois. As an inventory manager Brian Zechiel was tasked with improving a variety of supply chain efficiencies. He was employed at Cosmetique from October 1994 through October 2007 when he left the company to launch Boston & Zechiel Management. From the first day Brian Zechiel became eligible to participate in a retirement plan through his employer he has had an interest in managing money. Wanting to achieve investment returns greater than market averages, he began meticulously researching investment options, and a passion was ignited. Using his strong educational background in both philosophy and mathematics, he launched his in-depth analysis of the stock market and its financial opportunities as they related to his personal retirement account. Within a few short years, Brian Zechiel became responsible for selecting retirement plan options for both the CEO and the employees at his company. Knowing that this was his true calling, he continued educating himself in this field and decided to pursue a career in managed futures.


Brian Zechiel is also Series 3 examination qualified. As of October 6, 2006, Brian Zechiel was listed with the CFTC as a Principal of Boston & Zechiel Management; as of October 6, 2006 Brian Zechiel was registered with the CFTC as an Associated Person of Boston & Zechiel Management; and, as of October 10, 2006, Brian Zechiel was approved as an Associate Member of the NFA.

 

The descriptions above are from the manager’s disclosure document.

 

THE RISK OF LOSS IN TRADING FUTURES, OPTIONS AND OFF-EXCHANGE FOREX CAN BE SUBSTANTIAL.  PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.  PLEASE READ THE CTA'S RISK DISCLOSURE DOCUMENT CAREFULLY BEFORE INVESTING MONEY. 

 

Disclosure Statement       Disclosure DocumentDisclosure Document: Boston & Zechiel Management       Download PageDownload & Save: Boston & Zechiel Management       Print Page Printable Version: Boston & Zechiel Management

 

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THE RISK OF LOSS IN TRADING FUTURES AND OPTIONS CAN BE SUBSTANTIAL. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THIS MATERIAL HAS BEEN PREPARED BY A SALES OR TRADING EMPLOYEE OR AGENT OF ALTAVRA AND IS, OR IS IN THE NATURE OF A SOLICITATION. THIS MATERIAL IS NOT A RESEARCH REPORT PREPARED BY AN ALTAVRA RESEARCH DEPARTMENT. YOU AGREE THAT YOU ARE AN EXPERIENCED USER OF THE FINANCIAL MARKETS, CAPABLE OF MAKING INDEPENDENT TRADING DECISIONS, AND AGREE THAT YOU ARE NOT, AND WILL NOT RELY SOLELY ON THIS DOCUMENT IN MAKING TRADING DECISIONS. (ALTAVRA.CO/RISK)

THIS CONTENT AND ALL OF ITS LINKS ARE FOR INFORMATIONAL PURPOSES ONLY, AND IS CURRENT ONLY AS OF THE DATE(S) HEREOF. IT DOES NOT CONSTITUTE A SOLICITATION FOR ANY CTA OR TRADING PROGRAM, AND THE INFORMATION IS SUBJECT TO CHANGE WITHOUT NOTICE. THE FIGURES CONTAINED HEREIN WERE OBTAINED OR COMPILED FROM INFORMATION PROVIDED BY THE CTA, TRADER OR THEIR REPRESENTATIVES. NEITHER ALTAVRA NOR ANY OF ITS AFFILIATES OR EMPLOYEES MAKES ANY ENDORSEMENT OR REPRESENTATION AS TO ITS ACCURACY, VALIDITY OR COMPLETENESS. THE INFORMATION HAS NOT BEEN INDEPENDENTLY VERIFIED AND THEREFORE CANNOT BE GUARANTEED. WHILE ALTAVRA MAY PROVIDE INVESTORS WITH CTA ANALYSIS, ALTAVRA DOES NOT PROVIDE “DUE DILIGENCE” ON AN INVESTOR’S BEHALF AND IS NOT RESPONSIBLE FOR A CUSTOMER’S INVESTMENT DECISIONS.

NO OFFER OR SOLICITATION MAY BE MADE PRIOR TO REVIEW OF THE CTA’S CURRENT DISCLOSURE DOCUMENT (
FORMS.ALTAVRA.COM), WHICH INVESTORS SHOULD READ CAREFULLY PRIOR TO INVESTING. INVESTORS MAY ALSO WISH TO CONSULT THEIR LEGAL, TAX AND INVESTMENT ADVISORS TO DETERMINE WHETHER AN INVESTMENT IS APPROPRIATE IN LIGHT OF THE INVESTOR’S RISK TOLERANCE, INVESTMENT OBJECTIVES AND FINANCIAL SITUATION.

ALL FUTURES AND OPTIONS TRADING INCLUDING MANAGED FUTURES IS SPECULATIVE, INVOLVES A HIGH DEGREE OF RISK AND IS SUITABLE ONLY FOR PERSONS WHO CAN ASSUME THE RISK OF LOSS IN EXCESS OF THEIR MARGIN DEPOSIT. NO REPRESENTATION OR ASSURANCE IS MADE THAT ANY CTA OR TRADING PROGRAM WILL OR IS LIKELY TO ACHIEVE ITS OBJECTIVES, BENCHMARKS OR TARGETED RETURNS OR THAT ANY INVESTOR WILL OR IS LIKELY TO ACHIEVE A PROFIT OR WILL BE ABLE TO AVOID INCURRING SUBSTANTIAL LOSSES.

 
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