Founded in 1997 by Erik Gebhard and Mike Armbruster, Altavest Worldwide Trading, Inc. (Altavest) is registered with the Commodity Futures Trading Commission (CFTC) as an Independent Introducing Broker (IIB), Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO).
Founded in 2015 by Erik Gebhard, Mike Armbruster and Daniel Ling, Altavest Wealth Management, LLC is a registered CTA designed to serve family offices, registered investment advisors, institutions and high net worth investors.
M.S. Accounting, University of Kansas. Mike co-founded Altavest Worldwide Trading, Inc. with Erik Gebhard in 1997. He has been Series 3 licensed since 1994 and is a registered principal of Altavest Wealth Management, LLC. Mike is involved with all aspects of the Company, including the ongoing build-out of Altavest’s proprietary options platform, automated trading system technologies and the design of its managed futures products. From 2004 to 2012, Mike also served as CFO for StrikePoint Trading, LLC, a registered Introducing Broker specializing in index futures option strategy execution. When Mike is away from the markets, he enjoys spending time with his family and training for competitive cycling events.
B.S. Business Administration, University of Southern California. In 1991 Mr. Gebhard started his futures industry career and became Series 3 registered. He first worked at a brokerage firm that specialized in trading option spreads. In 1997, he partnered with Mike Armbruster to create Altavest. Mr. Gebhard is involved with all aspects of Altavest including developing trading models, platforms and managed account products. He is a registered principal of Altavest Wealth Management, LLC, the managed futures division of Altavest specifically designed for family offices, institutions and high net worth investors. He attends various institutional and family office investor conferences around the country to introduce Altavest’s Legend Multi-Strategy CTA programs. He enjoys snow skiing, summertime trips to the mountains and beach with his family, golfing, vintage automobiles and being active in his church.
B.S. University of Wisconsin, Deans List, Phi Beta Kappa, National Science Foundation Scholarship Recipient Pharmaceutical Doctorate, University of Southern California. Dean’s List, Rho Chi Honor Society. Mr. Ling began his Wall Street career at Drexel Burnham Lambert at the beginning of the Milken high yield era, where he became a Senior Vice-President. He subsequently joined Prudential Securities as well as Paine Webber, wherein he became a top producer in equity, debt and private placements. In 2001, Mr. Ling retired from Wall Street and turned his focus to his family office investing and the facilitating, seeding and funding of numerous emerging managers and hedge funds in Asia and the U.S. As ranked by Eurekahedge and BarclayHedge.com, eight such emerging managers subsequently earned top three best of class performance rankings within their corresponding category. Mr. Ling facilitated seed funding of a China fund on hfr.com which became one of the top performing strategies from 2006-2010. He remains a strategic advisor for numerous emerging managers based in Asia. In 2014, Mr. Ling met the founders of Altavest and was impressed with their process, people and CTA performance. Soon after meeting, they collectively formed Altavest Wealth Management, LLC. Mr. Ling then helped formulate the Multi-Strategy program to incorporate negatively correlated strategies to generate alpha concurrent with higher Sharpe and Sortino ratios.
Altavest Wealth Management, LLC is a Commodity Trading Advisor (CTA) that owns and operates the Altavest Multi-Strategy (AMS) CTA program. AMS is a liquid, transparent CTA program that targets attractive, tax efficient, non-correlated returns with a high Sortino Ratio. The goal of the AMS program is to try to optimize alpha returns from various negatively correlated strategies to hopefully achieve a higher overall return. More importantly, it seeks to lower risk by minimizing monthly or periodic drawdowns resulting from any single strategy. The Altavest Multi-Strategy program is ideally suited as an absolute return or portable alpha vehicle.
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