Altegris.com Members Area

Meeting Your Investment Needs

We follow a customized approach to how we work with our investors. Sourcing, evaluating and monitoring alternative investments on our platform are the core components of the value we provide our clients. Each investor has unique needs, and specific goals and expectations for our working relationship. We are focused on working with you in the most productive, professional way possible, taking into account your specific situation and goals.

Clients come to us looking for opportunities that go beyond traditional stock and bond investments. Every investor is unique. We begin each conversation with the intention to understand your current situation, experience and investing goals. - Jon Sundt, President and CEO, Altegris Investments

A Review of Your Situation and Investment Goals

We begin with a review of your goals to help you decide which, if any, investments available on our platform may be of interest to you, including hedge funds and managed futures. This review typically includes a discussion of your current financial situation, previous experience investing in alternative investments, if any, and perhaps specific gaps in your current portfolio that you are looking to fill.

Powerful Tools to Help You Choose Alternative Investments

We are proud to offer tools designed to assist you in evaluating your investments on an ongoing basis.

As an Altegris client, you are able to benefit from our sophisticated analytical software package ITRNet, which Altegris uses to help analyze performance data on the investments we track, including the investments on our platform.

In addition, you will receive access to the custom web site that presents our Altegris Premier Managers platform, allowing you to analyze many different suitable investments, easily comparing management, performance, offering materials and manager presentations.

Once you make a decision to invest, we work with you to complete the required paperwork and facilitate the transfer of funds into the desired investment.

Monitor Your Alternative Investments with Altegris

Tracking and monitoring is a key element of successful portfolio management. After investing, as an Altegris client you are given access to AltegrisNet, our proprietary client account software, which provides access to powerful snapshots, summaries and details of manager performance in a concise and easy-to-understand format.

Getting Started

We invite you to register today and speak to an experienced Altegris representative about the alternative investments on our platform.

Diversification

Learn more about the diversification characteristics of some alternative investments.

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Register Today

Registration is the first step to get started. Register for membership today, and receive free reports and information about alternative investments.

Home > Serving You > Individual Investors

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.