Each program seeks to achieve consistent returns with manageable risk by investing in varying combinations of options and/or futures.  A wide array of techniques are used in the various programs, including debit and credit spreads, futures combined with an option and/or option spreads and futures spreads.  By combining futures and options, the objective is typically to preserve the upside from investing in the futures while managing the downside with the option positions.  All of the techniques and approaches can be combined in the programs and used in both bull and bear markets.  At times, the market can and will move against the positions held by the Advisor.  In this circumstance, the Advisor uses several techniques to adjust positions.  The adjustment might involve liquidating the positions held and/or initiating new positions in futures and/or options to minimize risk exposure. 

 

The exact nature of the Rhone Investments trading strategies is proprietary and confidential.  Generally, the strategies are strictly technical in nature, with little reliance on fundamental analysis.  The strategies were developed from analysis of actual price and volume movements and other technical indicators and are generally not based on analysis of supply and demand factors, general economic factors, or world events.  The Advisor has conducted analysis of these technical indicators to determine procedures for initiating and liquidating positions in the markets in which it trades.  Prior to offering trading programs to clients, the Advisor trades proprietary accounts to confirm the viability of its strategies.  In addition, the Advisor continues to trade proprietary accounts to refine its strategy as trends change and develop new programs/techniques.

 

The programs have been designed with a  focus on both return and risk management.  While no assurance can be made that optimal risk/reward objectives will be achieved, Rhone Investments has created programs to cover the risk/reward spectrum.  The Enhanced Income Program is targeted toward investors focused on achieving high levels of income and capital preservation.  The Balanced Growth program is focused on investors with higher risk profiles who seek both income and capital appreciation.  The Aggressive Growth program focuses on investors with the highest risk profile who desire to maximize capital appreciation.

 

The strategies and techniques have been applied to the following futures and option markets:

• Agricultural: including but not limited to corn, cocoa, coffee, cotton, oats, orange juice, soybeans, soybean meal, soybean oil, sugar and wheat

• Currency: including but not limited to British Pound, Canadian Dollar, Euro, Yen, Swiss Franc and US Dollar

• Energy: including but not limited to light sweet crude oil, heating oil and natural gas

• Equity Index: including but not limited to S&P 500 and Nasdaq 100

• Interest Rates:  including but not limited to the Eurodollar, 5-Year T-Note, 10-Year T-Note and the 30-Year T-Bond

• Livestock: including but not limited to feeder cattle, live cattle and lean hogs

• Metals: including but not limited to gold, silver and copper

The Rhone Enhance Income Program uses option spread income-oriented techniques focused primarily in the equity index markets.  The Balanced Growth Program uses combinations of futures and options primarily in the agricultural, currency and energy markets.  Finally, the Aggressive Growth Programs also use combinations of futures and options across all the markets.

 

Rhone Investments was founded by a team of intellectually curious, hardworking and honest members dedicated to delivering the best possible risk-adjusted returns along with the service and support that our family of clients deserves. We maintain a strong performance-based culture driven by our values: longevity, consistency and integrity. These values are the foundation for all of our decisions, interactions and long-term relationships. We employ a rigid program development and enhancement process that incorporates established trading techniques, proprietary algorithms and sophisticated risk management—all aimed at maximizing profit, reducing risk and lowering overall portfolio volatility for our investors. Trading futures and options involves substantial risk of loss and may not be suitable for all investors.

 

:: Nathaniel Durant

Nathaniel Durant, CFA holds a BA in International Relations from Brown University, and an MBA from Stanford University, where he graduated as an Arjay Miller Scholar. Nathaniel began his professional career at Prudential Investments. There, he held several positions with increasing levels of responsibility including Analyst and Assistant Portfolio manager, responsible for researching and trading equities for a $500 million small capitalization portfolio. And, as one of Prudential’s youngest ever Operations Managers, he was responsible for managing the services of Prudential’s $5 billion defined benefit pension plan. He led a team of 30 customer service, accounting and technical support personnel responsible for servicing more than 165,000 customers. Nathaniel has also held senior management roles including CEO of the Dolores Group, Inc.—an internet-based service company; Vice President of eGain—a public software and technology company; and Partner at Farr Investments—a commodity trading advisor managing over $100MM.

 

:: Shane McGregor

Shane McGregor holds a BA in Computer Science from Brown University, and a Masters in Educational Technology from Harvard University. Shane began his professional career by launching a computer literacy organization focused on teaching technology skills to members of underserved communities. In addition to being responsible for securing the required funds, Shane also wrote the business plan, developed the curricula, recruited students, taught classes and managed personnel. For his efforts, he earned awards. Shane has held several senior technology roles where he was responsible for designing, developing and/or managing service-based systems, across a myriad of technology architectures. His career has spanned public, private and non-for-profit enterprises including Colorado State University, PBS, Ciber, Inc., Doxis, LLC and Quest Corporation.

 

:: Jason Salgado

Jason Salgado received a BA in Sociology from Stanford University, where he graduated with Honors, Distinction, and Phi Beta Kappa, and an MBA from Stanford University’s Graduate School of Business. While completing his MBA, Jason co- founded WorkExchange, a venture capital backed internet start-up providing a marketplace for professional services. There he held several positions including VP of Business Development, was promoted to CEO and was a member of the Board of Directors. As CEO, Jason was responsible for revenue growth, building the management team, defining and executing the company’s strategic objectives, achieving quarterly and annual growth targets, and negotiating strategic partnerships and alliances. Jason also served as Entrepreneur-in-Residence performing investment analysis at Avalon Ventures, a venture capital fund and as President of Palatine, Inc., a real estate development firm.

 

:: Malik Sievers

Malik Sievers, CFA has a BS in Applied Mathematics from Brown University and an MBA from Stanford University. After completing his BS in Applied Mathematics, Malik began his professional investment career at Prudential, where he spent two years as an equity analyst in Prudential’s Mutual Funds Group. He was a top rated analyst responsible for building complex valuation models and completing fundamental analyses to trade Asian equities. Also, as a member of Prudential’s highly selective investment program, Malik served key roles in Prudential’s Structured Finance Group and the Enterprise Planning Unit. Malik has also held senior management roles including Director of Insurance Operations at Esurance, Inc.,—an internet-based auto insurance provider; CFO of the Dolores Group—an internet based services company; Associate at McKinsey & Company— a global management consulting firm and Managing Partner at Farr Investments—a commodity trading advisor managing over $100MM.

 

The descriptions above are from the Advisor’s disclosure document and other written materials published by the Advisor.

 

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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