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Quality Alternative Investment Solutions for Your Clients

As the demand for quality hedge funds and other alternative investments grows among sophisticated investors and institutions, many independent investment advisers face increasing pressure to find and secure access to quality hedge funds, managed futures or other alternative investment products on behalf of their clients.

Working with Altegris can enable you to access Altegris Premier Managers, our unique platform of hedge funds and managed futures programs designed to provide the solutions your clients require. Our goal is to help you expand your offerings, bring greater diversification to client portfolios, and improve back-office efficiency through automated processes. We strive to make your job easier by enabling you to seamlessly incorporate alternatives into your clients’ portfolios.

Altegris Premier Managers: a powerful platform designed to meet the alternative investment demands of your clients.

Specialized Expertise in Alternative Investments

There are thousands of hedge funds and other alternative investment choices available today. Filtering through this universe is no easy task, and requires specialized expertise and focused resources. As a result, many investment advisers prefer to outsource some of this responsibility in order to focus on what the fundamental elements of wealth management and maintaining quality client relationships.

Altegris provides access and operational systems to better serve your clients and assist you in achieving greater business efficiency. We concentrate on what we know – hedge funds, managed futures and other alternative investments - and enable you to focus on total wealth management services for your clients. We work with you to effectively incorporate Altegris Premier Managers into the investment portfolios of your clients, in line with their investment objectives and risk profiles.

A Platform of Alternative Investments

Hedge funds and other alternative investments are not without risk and volatility. This makes selecting the right hedge funds, managed futures programs or other alternative investments even more important.

Our investment process includes what we believe is a rigorous methodology for sourcing, qualifying and evaluating alternative investments in which our clients can invest with confidence. We perform extensive, ongoing monitoring once these investments have been added to our platform, which can provide you with an extra layer to your investment review process.

A Flexible Model to Help Meet Your Needs

Altegris can work with you in a number of ways. We are able to offer our investment products either "a la carte" (whereby you can simply choose one, two or many of the investments on our platform to complement your client's existing alternative investment portfolio). Or, if you prefer, we can help provide you with a more complete solution for your clients' alternative investment needs.

Learn How Altegris Can Work With You

How We Can Work With You

Learn more about how Altegris works with investment advisers.

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Are you a Broker-Dealer Rep?

APM Funds, an Altegris company, makes alternative investments accessible to qualified individuals and institutions, by forming strategic, mutually beneficial partnerships with quality money managers.

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1200 Prospect Street, Suite 400, La Jolla, California 92037
Toll Free: 800-828-5225 | Phone: 858-459-7040 | Fax: 858-456-9209 | info@altegris.com

Alternative investment products, including hedge funds and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

Altegris, a FINRA and NFA member, offers various alternative investments, including hedge funds, futures funds and managed futures and commodities accounts, that may operate in commodities markets and foreign markets, among others. Altegris and/or its officers/partners may have a financial interest in such alternative investments. In working with clients, Altegris acts in its capacity as an SEC-registered Broker-Dealer and/or as a CFTC-registered Introducing Broker and CTA. Although Altegris may give securities-related advice that is incidental to its securities brokerage services, it is not an Investment Adviser. When acting as an Introducing Broker for individually managed accounts, Altegris receives a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. CTAs may also pay Altegris a portion of the fees they receive from accounts introduced to them by Altegris. When acting as a Broker-Dealer, Altegris enters into selling agreements with hedge funds and futures funds that it offers (including funds sponsored by affiliates), pursuant to which Altegris, with respect to the interests it sells, is paid a portion of the management and/or performance fees charged by the funds or their managers in respect of those interests. Altegris may also provide ongoing managed futures consulting services to its clients for a monthly service charge pursuant to individual managed account consulting arrangements.