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.​
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.
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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.
PLAN YOUR FUTURE
WITH FINANCIAL PERFORMANCE
​​​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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At Wealth Strategic, our interests are 100% aligned with yours. That's why you pay the SMIF performance fee only when we reach the Performance Target. You will never have to pay any management fee, administration fee or any other fee that is not based on results we achieve for your family office.​​​ 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 Canadian 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 organized under the laws of Canada;
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You must have certain knowledge in financial markets and be an accredited investor under applicable securities legislation;
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You must open a trading account with Interactive Brokers. No worries, we will set that up for you;
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You must fund your interactive 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.
