What we do
Private Equity Investments: See Brick Investment Partners
Investment Policy Creation, Investment Strategy and Monitoring: Consulting high net worth individuals, families or institutions typically starts with the creation of an Investment Policy Statement. We also provide investment due diligence, asset deployment and ongoing monitoring services.
Valuation: CTA Financial will review business valuation and provide valuation opinions for use in asset splitting or family law cases.
Risk Management: Options and swaps strategies are often useful tools to mitigate risk in certain market conditions or when positions cannot be liquidated for tax reasons. CTA Financial can evaluate options and other derivative strategies to suit portfolio or particular position exposure.
Futures and Commodity derivatives: Futures, swaps and options can be executed by CTA Financial and posted for clearing through a clients FCM normally through electronic clearing. Alternatively, CTA Financial can work with a clients Introducing Broker. We will work with clients on hedging strategies to address changing business conditions and changing market conditions.
Hedging, Trading and Execution: Whether it be hedging investment portfolios, single stock risk or commodities, a clear and consistent strategy must be employed and executed. CTA Financial will provide execution and risk management.
Why work with a CFA Charterholder? Read More