FCI Spotlight - Attain Capital Management

Attain is a managed futures brokerage firm which assists investors with investing through professional money managers known as Commodity Trading Advisors (CTAs). CTAs belong to an asset class called Managed Futures. Learn more about Managed Futures and CTAs here. Attain helps investors select a Managed Futures Program that’s right for them, open a trading account for the CTA to manage, and monitor the trading activity of the Managed Futures Program on an ongoing basis.

How it works at Attain

Our Managed Futures Broker services start with one of our Managed Futures specialists working one on one with investors to select a CTA or portfolio of CTAs which best fits with their investing goals and risk appetite. This includes sharing our due diligence reports, personal experience with the advisors, and statistical performance evaluations.

Attain works with many different types of investors and account types, including the everyday investor, high net worth individuals, corporate accounts, IRA and 401K allocators, pensions, and family offices. (to learn more about our family office consulting services, please click here).

Once a selection is made, Attain assists investors in opening and funding an account for the CTA to manage – acting as the liaison between the client, advisor, and clearing firm to insure all of the proper paperwork and disclosures are signed off on.

After the account has started trading, Attain monitors the account daily on behalf of the client to ensure that performance is tracking with historical averages, that the advisor is following his/her strategy, and that the fees being charged by the advisor are correct.

Finally, Attain works with clients to manage their overall portfolio, setting up sub-accounts for multiple advisor trading and tracking, relating multiple accounts' margin balances to enable notional trading, hedging currency risk for foreign investors, and setting up cash accounts which earn interest through U.S. Treasury Bills.