Managed Accounts
Gregory T. Weldon, CTA
Minimum investment: $1,000,000
Management Fee (annualized, paid monthly): 2.0%
Incentive Fee (paid quarterly, on all ‘net-new’ profits): 20.0%
Products Traded:
- Global exchanged traded futures contracts
- Cash and forward foreign exchange markets
- Over-the-Counter metal markets
- Cash treasury markets
- All commodity sectors and commodity indexes
- Global stock indexes
Brokerage Fees:
Greg Weldon or related companies does not receive any execution or brokerage fees, only management and incentive fees as described above. Although we have existing clearing and execution facilities in place, we will accommodate clients requesting specific clearing brokers. We handle ALL types of account ‘structures’, including individual, joint, trust, corporate and partnership accounts.
Contact Information:
To have a sales representative contact you about our investment options, please email us at sales@weldononline.com
More Information:
- Performance Report — March 2008 (PDF)
- Managed Account Fact Sheet (PDF)
- Disclosure Document (PDF)