Altavest Multi-Strategy CTA Program  

Performance vs. Benchmarks

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A Quantitative Analysis of Managed Futures Strategies

CME Group - "The inclusion of managed futures in an institutional portfolio leads to better risk-adjusted performance... The results are so compelling that the board of any institution, along with the portfolio manager, should be forced to articulate in writing their justification in not having an allocation to the liquid alpha space of managed futures.”

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2016 Recent Performance Awards

Barclay Hedge - Recognition Award for Excellence

Aug. 2016

 

Aug. 2016

 

Aug. 2016

 

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Our Non-Correlated Strategy

Our Altavest Multi-Strategy (AMS) program utilizes a combination of non-correlated strategies designed to mitigate tail risks inherent in individual discrete strategies, as well as increase overall returns. Our strategy incorporates a non-directional premium capture component utilizing our proprietary trade modeling and risk and profit management mechanism. Just as insurance companies collect premiums in exchange for assuming risk, conceptually speaking the premium capture aspect of AMS does the same. This non-directional approach is combined with our algorithmic based systems that are designed to be agnostic as to market direction and therefore compliment performance and enhance risk-adjusted returns.

Over a period of time AMS is agnostic as to whether the S&P 500 is bullish, bearish or otherwise consolidating.  We expect that over time, the performance of the Altavest Multi-Strategy program will have a correlation to the S&P 500 near zero. Our strategy and approach is a viable complement to traditional asset classes and it is agnostic as to market direction.

If you are a QEP investor that is heavily long equities and/or other correlated asset classes, or would simply prefer strategic exposure to a low-correlation alternative, we think it makes sense to consider an investment in AMS.

About Us

Our History

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.

Mike Armbruster – Managing Partner

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.

Erik Gebhard – Managing Partner

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.

Daniel Ling – General Partner

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.

What We Do

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.

Invest With Us

Invest in the Altavest Multi-Strategy CTA program via an SMA or Pooled vehicle:

Separately Managed Accounts

Altavest Multi-Strategy Fund, LLC – a pooled private offering

Altavest Wealth Management, LLC is committed to safeguarding the personal information that you provide us. The provisions of this Privacy Policy apply to former customers as well as our current customers.

Why and How We Collect Personal Information

When you apply for or maintain an account with us, we collect personal information about you for business purposes, such as evaluating your financial needs, processing your requests and transactions, informing you about products and services that may be of interest to you, and providing customer service. The personal information we collect about you includes:

How We Protect Personal Information

Disclosure to Non-Affiliated Third Parties

We do not share any of your information with third parties, except as required by law. We may disclose personal information with non-affiliated companies and regulatory authorities as permitted or required by applicable law. For example, we may disclose personal information to cooperate with regulatory authorities and law enforcement agencies to comply with subpoenas or other official requests, and as necessary to protect our rights or property. Except as described in this privacy policy, we will not use your personal information for any other purpose unless we describe how such information will be used at the time you disclose it to us or we obtain your permission to do so.

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