The Missing Piece
Futures can enhance returns and reduce drawdowns when strategically added to a portfolio.
Trading futures and options involves a significant risk of loss. You should consider carefully whether futures or options are appropriate to your financial situation.
LEVERAGE
Performance bonds for futures are roughly 7% of the value of the contract compared to the 50% of stock and ETF margins. However, leverage is a double-edged sword and can equally lead to substantial losses and gains.
LIQUIDITY
Ease of access and use, low requirements for collateral, standardization of contracts and reduced counterparty risk are characteristics that lend themselves to a highly liquid market.
NON-CORRELATION
Futures investments have historically performed independently of traditional investments such as stocks and bonds.
OPPORTUNITY
Futures present investors with the opportunity to make money on an investment even when the economy is underperforming.
TAX TREATMENT
Profits from futures trading are taxed with a blended rate which, at present, is 60% long-term capital gains and 40% short-term capital gains.
LOWER VOLATILITY
Including futures in a portfolio can potentially smooth the equity curve due to the diverse global markets available.
BROAD DIVERSIFICATION
Although every investment carries risk, by diversifying your portfolio with futures, your portfolio has the opportunity to profit from price changes in stock, bond, currency, and money markets as well as diverse commodity markets.
SAFETY
Protecting the interests of all participants in the futures market is the responsibility of exchange and industry members as well as federal regulators. Working together, we ensure the financial and market integrity expected by investors.
A relationship on your terms
Every customer is different and we know that one size doesn’t fit all. Whether you trade on your own, speak with a broker every day, or both – we can support you.
Investing
Including alternatives in your portfolio allows the potential for profits in both rising and falling markets.
Private Client
Work directly with a broker to develop a customized trading strategy – long or short term.
Automated Trading Systems
Take human emotion out of the question and let technology do the heavy lifting.
Start Your Account In 3 Easy Steps
STEP 1
OPEN
Contact your Icon Alternatives Broker to get started on the account application. If you haven’t been working with anyone, call us at 800-376-0810
STEP 2
FUND
Your account can be approved within 3 business days, at which point you will direct money to the account.
STEP 3
CHOOSE
Finally, you’ll work directly with Icon to determine what programs or strategies best fit your investment portfolio.