Novus Investments supports investment advisors by providing a full-service outsourcing solution for offering managed futures. 

With over 15 years of specialized experience in the futures industry, we have a specialized process for researching and recommending CTAs for managed accounts. That expertise is part of the complete service--including education and marketing, client support and friendly back office, research, and full compliance--we provide investment advisors. All you need to do is serve your clients. 

Education and Marketing

  • Printed materials for distribution
  • Presentations
  • Specific information on recommended funds, branded performance sheets
  • Online marketing support
  • Articles and information for newsletters

Client Support and Back Office

  • Open Account process
  • Ongoing maintenance including customized statements and reports
  • Provide online access
  • Account maintenance
  • Customer service
  • Custom portfolio review and recommendation for each client

Research

  • Research and select CTAs
  • CTA database access
  • Research reports and information
  • Due dilligence
  • Meet with CTAs personally

Access and Compliance

  • IIB relationships with multiple FCMs meeting all financial and compliance requirements
  • Licensed by the CFTC and NFA, meeting all requirements of both regulatory bodies

Contact Novus Investments

Ready to get started? Have questions? Contact a Investment Advisor services representative