Opening a Brokerage Account takes 3 easy steps: Opening an Managed Account takes 3 easy steps: Opening an Advisor client Account takes 3 easy steps: Here's how it works: After new clients have completed online application, provided necessary documentation and funded their account, Bellwether will be provided a Limited Power of Attorney by all the clients in that wish to take part in the Oculus Trading Strategy Program.
For a more detailed explanation of MAM methodology, please click he re. Managed Forex Trading Accounts are becoming an increasingly popular way of accessing the forex market for retail investors,who have neither the time nor expertise to trade their own account. An investment in a Managed Forex account provides investors with the ability to profit from the currency market by having their account managed by a professional money manager, whilst at the same time having complete access to their fund, 24 hours a day.
The Oculus Trading Strategy allows Bellwether Capital Management, LP to trade your funds on your behalf for a fixed administrative fee and a fixed share of the profits. By selecting the specialized firm of Bellwether Capital for this purpose you gain access to a a sophisticated software feature that permits your account balance to be traded by an expert. Foreign currency investing differs from the stock, bond and mutual fund markets in that returns of FX investing are not normally correlated to other markets.
Bellwether Capital managed FX accounts may have gains consistently without regard to bull or bear market cycles in the stock or bond markets. Of course, the cash FX and FX futures markets have experienced losses. This lower correlation between the traditional equity and bond markets returns and Bellwether Capital managed FX accounts provides a valuable contribution to investor portfolios in the form of diversification.
There are many articles and books that discuss the advantages of diversification into non-traditional asset classes. It is important to emphasize however, that this is not to be considered a short term investment. Foreign exchange trading is the simultaneous buying of one currency and selling of another. Generally speaking, only professional traders are able to access the global FX market pricing. Bellwether Capital receives and trades its FX prices from Forex.
There is no"lock-up" period. Typically all that is required is for clients to provide a few days notice which is necessary required to wind down any open positions. Additionally, there are no penalties for withdrawing from the managed account program at any time you choose.
To withdraw funds, you simply execute a withdrawal just as you would normally from any other brokerage account, according to the procedures employed by Forex. This simply involves submitting an online request via your dedicated MyForex. First, we are not tax advisors. The tax laws change frequently and we request you to discuss your specifics with your tax advisor. All of these accounts can be invested with Bellwether Capital. We strongly believe in the benefits of investment diversification, which can allow investors to potentially achieve both higher returns and lower portfolio risk.
You can easily fund your account by logging in to MyAccount and visiting the Funding page. Please go the bottom of this page where we provide a link to Instructions for opening an account, and the Account Application you must fill out and submit to Forex.
If you have further questions, please contact our new accounts team directly here or email: The funds in your Managed Forex Trading account are in your name at Forex. You are the proprietor of this account and the only one who can make deposits to or withdrawals from this account.
Clients have complete visibility to their accounts at all times via the Forex. When we invest for the entire portfolio all clients we make one trade using an institutional platform. Our approach typically executes all client accounts at an identical price during normal market conditions. The gains and losses of each trade allocated to your account are visible and transparent in your online Forex. A complete history of the account is also available over any time frame, along with consolidated statements for any individual month the account was active.
When your managed Forex trading account is opened at Forex. Through this Login, you can view a complete history of all closed trades as well as the status of any open trades.
These fees are outlined in the Limited power of Attorney Agreement A full discussion of fees. For more detailed explanation of fees, please see Disclosure Document.. The monthly profit share, or incentive fee, is usually deducted by Forex. Risks of Forex trading are described in our website footer. Basically Bellwether Capital Management, LP is acting as a trader just as you would yourself, if self-trading your account, so the same risks apply to them, and thus to you and your account, as if you were trading it yourself.
You are exposed to the risk of draw down or loss in your account whether it is managed by someone else or whether you trade it yourself. Please also read the Risk Disclosure page on our website.
Opening a Managed Account takes 3 easy steps: The downloadable documents below are intended for use by Oculus Trading Strategy Clients. Once you have completed above Online Application, you may be asked to complete, sign and return one or more of these documents to finalize account opening process.
View Investor Advisor registration. Financial services must tie these three factors together Broadcasts This Week In Forex. Watch "This Week In Forex.
Have a question you need answered? Send Bellwether an email Schedule Appointment. Home Managed Forex Trading. Avoid Common Trading Errors: The leading sheep of a flock, with a bell on its neck.
World Foreign Exchange Markets. Listed below are prospective investors most Frequently Asked Questions: General management opening security transparency fees risk liquidity How does an investment with Bellwether compare with traditional investments in stocks, bonds or mutual funds? How does Bellwether Capital seek returns?
Is this a hedge fund? What is the foreign exchange market? Can i close my account at any time? How do I withdraw funds from my account? Do I have to open my own brokerage account in order to participate in Oculus Trading Strategy? Yes, you have to open a Forex trading account with Forex.
How do i fund my account? How do I open an account? Is there a minimum investment amount? Who can invest in Forex Managed Fund? Who has custody of my funds? Can i monitor activity in my account? How do I verify the status of my account? If I have a question about trades in my account, who do I contact? Bellwether Capital Management, LP is the main contact for all questions about your account.
How are you compensated for your services? Can I limit my risk? Accounts held by Forex. Emal Us info bellwether. The information provided in this website should not be relied upon as a substitute for extensive independent research before making your investment decisions. Unique experiences and past performances do not guarantee future results. Trading spot currencies, commodity futures, options, options writing and off-exchange foreign currency products involves substantial risk and there is always the potential for loss.
If you do not have the extra capital that you can afford to lose, you should not trade in the foreign exchange market. All investors should obtain advice based on their unique situation before making any investment decision based upon any information contained within.More...