The advisor believes in a strict risk management style. Client’s accounts will engage in futures and options trading done by the advisor. The goals of the programs are to create consistent returns by capitalizing on profit opportunities while providing strict risk management. Originated in the mid-1980s, the signal has worked through some of the most volatile periods in history. It is a proprietary formula traded with discretion. The long-term strategy is based on a combination of indicators, weighted numbers, and moving averages. Adding bond option strategies allowing the system to maintain futures positions through volatile times enhances the system.

 

These system enhancements positioned the program to benefit and protect accounts against events in the markets and economy. Option strategies are meant to prevent accounts from being overtraded. Additional options strategies provide continued upside potential with the expectation of minimizing downside risk. It is imperative to remember market conditions may make it impossible to execute these protective strategy orders. Also be sure to keep in mind seasonal and economic events are already factored into market prices.

 

The advisor usually uses a margin to equity ratio of less than 50%, but could fluctuate depending on volatility.  The difference between the programs is that the Accelerated Treasury and Option Program is more aggressive than the Chief Guardian Bond Program. The Accelerated Treasury and Option Program uses more option leverage, and may enter trades at different times, taking trades that may be more risky than the Chief Guardian Program.

 

Howard Marella is the Trader and President of the advisor, where he has been registered as an associated person and principal since November 2008. Howard started with Lind-Waldock ("LW"), a registered futures commission merchant ("FCM"), in June of 1983 where he helped open the Chicago Board of Trade ("CBOT") floor operation for them. He was specifically in charge of the Bond room. He became floor manager and then traded in the pit as a member of the CBOT in March 1987 as a house trader/partner with Barry Lind. He is proud to say that he was on the floor to witness many firsts in the industry, including the opening day of the 30 year Bond options at the CBOT. Howard then went to the CME to set up the Currency arbitrage operation and then into the currency pits as a member of the CME and trader/partner with Barry Lind at Lind-Waldock ("LW"). Mr. Marella was registered as an associated person of Lind-Waldock from January 1998 through September 2001. He was invited to take his knowledge off of the floor to work as a broker for LW and was the main catalyst in building their full service broker operation. He facilitated customer business as an AP and assisted clients in achieving their trading goals. In September 2001, Refco, a registered FCM, bought out LW and Howard continued to grow the customer business, serving as an associated person from September 2001 until leaving in October 2005. In November, 2005, Howard joined Brewer Futures Group, a registered introducing broker, as an associated person, and became Chief Market Strategist, where he worked until February 2009. Mr. Marella was also a principal of Brewers Futures Group, LLC, from the period of September 2007 through December 2008. Mr. Marella is currently a registered associated person at Index FX LLC, dba Index ProTrader Services, an introducing broker, since February 2009.

 

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. 

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