ALTAVRA on Facebook  ALTAVRA on Twitter  ALTAVRA on LinkedIn

Loading

ALTAVRA Managed Futures

Questions? Call 1-800-998-7870

 Contact us

 home

   ALTAVRA.com

 explore

   your alternatives

 .: What Are Managed Futures?

 .: Benefits of Managed Futures

 .: Managed Futures Videos

 .: Third Party Resources

 develop

   your solution

 .: Managed Futures CTA List

   .: Abraham Trading Company

   .: Advanced Arbitrage Concepts

   .: Aire Capital Management

   .: Auctos Capital Management

   .: Aventis Asset Management

   .: Blackheath Fund Management

   .: Blake Capital Management

   .: Bluenose Capital Management

   .: Bocken Trading

   .: Boston & Zechiel Management

   .: Brandywine Asset Management

   .: Camkay Capital Management

   .: Clarke Capital Management

   .: Claughton Capital

   .: Conover Investments

   .: Covenant Capital Management

   .: Crescendo Capital Mgmt.

   .: Crescent Bay Capital Mgmt.

   .: Diamond Capital Management

   .: eco Capital Management

   .: EMC Capital Advisors

   .: Emil Van Essen

   .: Forecast Trading Group

   .: Four Seasons Commodities

   .: Futures Truth Company

   .: Genuine Trading Solutions

   .: Global Ag

   .: Global Sigma Group

   .: Greenwave Capital Mgmt.

   .: GT Capital CTA

   .: Hamer Trading

   .: Hawksbill Capital Management

   .: HB Capital Management

   .: Integrated Managed Futures

   .: Mad Group Investments

   .: Mark J. Walsh & Company

   .: Mehnert Capital Management

   .: Midwest Trading Partners

   .: Mobius Asset Management

   .: Non Correlated Capital

   .: OptHedge Advisors

   .: Opus Futures

   .: Paskewitz Asset Management

   .: Protec Energy Partners

   .: Quantitative Investment Mgmt.

   .: RAM Management Group

   .: Robinson-Langley Capital

   .: Rosetta Capital Management

   .: Schindler Capital Management

   .: Southwest Managed Invest.

   .: Stein Investment Management

   .: Tanyard Creek Capital

   .: TKC Investment Services

   .: Tyche Capital Advisors

   .: Typhon Capital Management

   .: White Indian Trading Co.

   .: White River Group

   .: Winton Capital Management

 .: Trading Platforms

 .: Build Your Own Portfolio

 .: ALTAVRA Custom Portfolios

 experience

   the alternative

 .: Open An Account

 .: Access Your Account

 .: Quotes / Charts / Specs

 .: Cheat Sheets

 .: Market Insights

Stein Investment Management

stein.altavra.com

Open A Futures and/or Forex Trading Account.

Manager Name: Stein Investment Management
Program Name: Trading Edge Select / Trading Edge
Minimum Investment: 72,000 USD, 75,000 USD
Strategy: Day-Trading, Short-Term Trading
Markets: S&P 500
Restrictions: QEP
Disclosure Document: Call
Management Agreement: Call
Download Page: Download PDF Version: Stein Investment Management
Print Page: Printable Version: Stein Investment Management
Disclosure Statement: Open

View The Performance Report for

Stein Investment Management

includes free access to the managed futures database

Commodity Trading Advisor (CTA) Report: Stein Investment Management

Name

Country

Phone

Email

I agree w/ the risk disclaimer
I am a qualified eligible person
 

This form is encrypted and secure.  Privacy PolicyOpen Privacy Policy in New Window

This program is only available for Qualified Eligible Persons (QEP). What is QEP?

PLEASE NOTE: ALTAVRA does NOT charge a load, upfront or initial fee on any account.

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

Program Description: Trading Edge & Trading Edge Select

 

Stein Investment Management offers the strategy called “Trading Edge”. It is a 70% systematic, 30% discretionary program, which invests only in S&P 500 index futures. Trading Edge can be as much profitable in rising stock market as in falling market, because it assumes both long  and short positions. Past results are not necessarily indicative of future results. The risk of loss in trading futures, options and off-exchange forex can be substantial. Trading Edge incorporates about two dozens of rigorously designed and tested independent mechanical trading systems, all of which are proprietary. The decision to take a certain position in the market is based on a bias indicated by these independent systems. The trades are taken only if their probable outcomes meet the strict criteria of the proprietary risk control system.


Currently, the Trading Edge program and Trading Edge Select program differ from each other by the trade size, a risk per trade calculation algorithm, and minimum account size. Trading Edge trades 1 e-mini S&P futures contract per $15,000 of equity, and Trading Edge Select program trades 1 e-mini contract per $18,000 of equity. Trading Edge Select can be funded notionally (required actual minimal size is $72,000).


Due to its complex and unique design, the returns of these programs are uncorrelated with both market indices and with other alternative investments, making them an ideal product for adding real diversification to investor’s portfolios. Past results are not necessarily indicative of future results. The risk of loss in trading futures, options and off-exchange forex can be substantial.

Short-term CTA strategy which buys long and sells short index futures (S&P 500 e-Mini).
Average holding period is several hours.
Strategy is 70% systematic with 30% discretionary overlay
Uncorrelated with market: benefit from rising and declining market conditions.
Multiple system managed futures strategy consisting of 50+ independent proprietary mechanical systems.
Advantages of futures
Most systems are counter-trend.

Decision Making Process: Incorporates approximately 50 rigorously designed and tested independent mechanical trading systems all of which are proprietary.

Typical margin-to-equity ratio is 30%
Stop Loss Triggers are always in place
Risk reduction by diversification amongst 50+ computerized mechanical systems (components of the strategy).
Dynamic trade size adjustments according to proprietary algorithms.


Management Information: Boris Stein
After finishing high school with a Gold medal, Boris Stein graduated from Minsk University in the former Soviet Union with dual Masters Degree in Physics and Computer Science. Boris Stein was involved in scientific research, mathematical modeling and computer simulations of sophisticated processes, where he applied advanced statistical methods and the latest mathematical breakthroughs. After working as a Chief Information Officer for a major commercial company for many years, Boris Stein focused his interests on the emerging commodity market and became one of the first foreign currency traders in newly independent State of Belarus.


Upon arrival to USA, Boris Stein established himself as a successful businessmen and computer engineer through the ownership of two profitable companies and lucrative contracts in information systems industry. Boris Stein used his solid mathematical background, strong analytical skills, extensive knowledge of markets and scientific methods of research to pioneer new technical trading ideas and systems as well as innovative approaches to asset management.


Being well educated in the world of technical trading (Welles Wilder, Gerald Appel, Bruce Babcock, Larry Williams, Tom DeMark, Steve Nison), he widely used his computer programming skills for back testing various trading ideas to identify, verify and synthesize all the advantages of many popular systems and leverage them by introducing his proprietary weighting signals produced by multiple proprietary trading systems of original design.


Boris Stein left his successful computer consulting business in 2002 to form his trading firm, Stein Investment Management LLC, which is currently registered as a Commodity Trading Advisor (CTA). As the managing member, president, and sole principal of Stein Investment Management, Boris Stein brought to the company his extensive experience of over 15 years in market research, development of advanced market trading methodologies, and active personal trading. Boris Stein has published articles and was featured in numerous industry publications including: Futures, Traders World, FINalternatives, FutureSource, Technical Analyst, Futures & Options Trader, Active Trader. As President, Director, and sole Principal of Stein Investment Management, Boris Stein is responsible for all trading decisions as well as the day-to-day operations of Stein Investment Management.
 

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        Download Page Download PDF Version: Stein Investment Management        Print Page Printable Version: Stein Investment Management

 

didn't find what you were looking for?

.

CHECK THE MANAGED FUTURES CTA DATABASE

performance information on approximately 100+ managed accounts

setup a free access key at ALTAVRA.com or call 1-800-998-7870

.

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.

 
ALTAVRA | Managed Futures - No Stocks ALTAVRA | Managed Futures - No Mutual Funds ALTAVRA | Managed Futures - No Bonds
 
   

ALTAVRA Inc. | 1-800-998-7870 | +1-561-829-8291 | [email protected]

 Contact | About  |  Privacy Policy  |  Terms & Disclaimer  |  Sitemap

ALTAVRA Inc. is a Florida corporation, registered in the United States with the NFA and the CFTC. 

Copyright 2016 ALTAVRA Inc. All rights reserved.

 

ALTAVRA - PROUDLY MADE IN THE USA