Managed Accounts Overview

Auspice Capital Advisors offers managed account solutions tailored to the unique needs of a high net worth investor, family office or institution.

Managed Account definition

A managed account is a dedicated trading account in the investor’s name. Instead of investing in a homogeneous fund (LP or unit trust for example), the investor opens or uses an existing futures trading account. The portfolio managers at Auspice then trade that account on behalf of the investor with limited power of attorney.

The account is dedicated to the risk and return objectives of the specific investor. Moreover, notional funding is possible whereby less than 100% of the capital is required.

Why use Auspice Custom Managed Accounts?

Auspice is ideally suited to working within managed accounts. The portfolio managers have extensive experience in drawdown analysis and efficient capital management which reduces the risk of traditional managed accounts.

Auspice’s experience in drawdown analysis goes beyond traditional measures of risk management. Drawdown analysis involves an understanding of the probability and magnitude of the capital pullback to achieve a targeted return. Auspice understands individual commodity risk, portfolio management risk and global market risk.

Auspice is efficient in the use of investor capital. Through a process of identifying and analyzing the ongoing risk of potential investments, Auspice utilizes the appropriate amount of capital to achieve profit. The portfolio continually adapts as the risk-reward of a trade evolves. The proof is a low margin to equity ratio which signals a low amount of capital deployed to achieve the desired returns.

The portfolio management team at Auspice has spent their careers working within institutional managed account structures.