BETTER KNOWLEDGE
BETTER RISK MANAGEMENT
BETTER EXECUTION​
BETTER RETURNS
INTRODUCING
SMIF​
FOR FAMILY OFFICES &
BUSINESS
CORPORATIONS
TAKE CONTROL
OF YOUR INVESTMENT FUTURE
​At Wealth Strategic, we assist family offices and business corporations in setting up a Self Managed Investment Future (SMIF) Program that creates alpha and has no correlation with the stock market.
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The SMIF Program is the first self managed investment program of its kind available in Canada.
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It complements or replaces passive investment strategies with dozens of active, long/short strategies in 60+ international markets with a focus on regular profit taking and portfolio rebalancing. We believe a SMIF Program has become a necessity because traditional portfolio structures are flawed.
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The Wealth Strategic SMIF Program may also significantly improve your family office's risk-adjusted financial returns in any market conditions, whether markets go up or down.​
A PRO SPORT
MINDSET
There is no doubt that buy & hold investors and passive wealth managers have had a great run over the last four decades. After all, did we not witness the greatest financial market bull run in history?
There are clear cycles driving financial markets as well as passive and active investment performance. In our opinion, the outperformance of passive wealth management is coming to an end. We predict that long-short active traders with a pro mindset will beat passive investors hands down in decades to come. Trading (as opposed to investing) is the anticipation, timing and placement of orders to capitalize on change using advanced risk-adjusted models.
A pro sport mindset in trading means a drive to survive as well as a drive to win. It's knowing when to be risk off, when to be risk on and when to double down on great opportunities.
At Wealth Strategic, our pro sport traders` mindset favors constance over home runs. It favors discipline over fear of missing out. It favors permanent questioning over complacent behaviours. It favors diversification over concentration. This pro sport mentality has led us to achieve a win rate of 80%+ since 2021.
This very high win rate puts us in the top of our league.
LEVERAGE
THE PERFORMANCE OF
ALGOTRADING
​At Wealth Strategic, we have ​​​​developed unparalleled systematic algorithm trading and quantitative investment strategies (QIS) that prioritize risk management. This allows us to build resilient global macro portfolios that benefit from weekly asset rebalancing models. These models are optimized to capture alpha with a greatly enhanced multi-asset diversification profile using futures, ETFs, Forex, stocks and options.
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Our QIS only trade the most liquid assets in the world which means that we can enter and exit trades in matters of seconds, giving our clients a tremendous advantage to capture better risk-adjusted returns.​​​​
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One very unique characteristic of Wealth Strategic QIS models is that they profit from noisy market conditions, which we believe will become more prevalent with the advent of AI trading models.
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Since the inception of Wealth Strategic algotrading and QIS in 2021, our trading has generated better risk-adjusted returns that have beaten the benchmarks hands down.
FOOLED BY RANDOMNESS ?
Radomness in markets is a lot more prevalent than investors think. Our data shows that random bahaviours in auction based markets continue to increase as more automated trading systems and bots driven by Artificial Intelligence are launched to trade financial markets across the globe. Noisy market conditions are also more prevalent in political economies.
At Wealth Strategic, we have built trading systems that thrive on volatile and random price action, whether markets go up or down. The more randomness and chaotic price behaviour there is, the more edge we get compared to the great majority of wealth managers.
PROFIT FROM
REAL PERFORMANCE
There is a saying in finance that goes like this: paper (unrealized) profits mean nothing. We share that view. That's why the SMIF Program is active in achieving realized profits.
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​​​How do we achieve this? First, we start by targeting a performance goal together. We then commit to reaching that Performance Target as soon as we possibly can given existing market conditions. To achieve this, we run our algotrading and QIS systems to construct a multi-asset, well diversified global macro portfolio that uses a long and short multi-strategy approach. You can then monitor in real time all the orders and trades that are executed in your account.
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Once we reach the Performance Target, we lock our performance results, and reconstruct a new diversified portfolio with the same Performance Target using our QIS. This lock and repeat process can be achieved many times per year with the goal of achieving much better risk-adjusted returns for your family office.
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It's realized profits as opposed to unrealized paper profits, which may go up in smoke when the next big market event hits your screen.
QUALIFICATIONS
The SMIF Program is a unique performance-based investment program that is only offered to a limited number of family offices and business corporations.
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To qualify:
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Your family office, holding entity or investment entity must be set up as a corporation;
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You must have knowledge in business and financial markets and be an accredited investor under applicable securities legislation;
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You must fund your brokers' account with sufficient capital (CAD or USD) that meet our minimum SMIF Program requirements. Note that these funds will never leave your account and will always remain under your control;
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Additional terms and conditions apply.
