SMA Platform
Maximum Control.
Complete Transparency.
Access leading alternative investment managers through a structure that offers complete transparency,
customized risk parameters, and ongoing control over your capital.
20+ years of opening SMAs.
We’ve got the process down.
After 20+ years of opening Managed Futures Separately Managed Accounts (SMAs), we’ve got the process down. Source managers through our database, stress-test portfolios with our custom tools, and go from idea to live trading in days, not weeks. Every position visible in your own account, every dollar working harder through leverage and cross-margining.
What is a Separately Managed Account (SMA)?
It’s a private investment account in your name. Not a fund. Not a pool. Your account, held at a regulated clearing firm, with a professional trading advisor (CTA) executing a specific strategy inside it.
You own the actual futures positions. You see every trade. And because the account is yours, you can revoke access and liquidate in hours, not months.
This is the structure institutions have used for decades. The difference now: you don’t need to build the infrastructure yourself.
Want the full structural breakdown, including how SMAs compare to funds, platforms, and liquid alts?
How It Works
Source Managers
Trend-followers, short-term systematic, spread traders, macro, options sellers. It’s all searchable. Updated regularly. And built from two decades of manager relationships you won’t find on a Bloomberg screen.
Stop cold-emailing managers for track records. Start with the full picture already in front of you.
Platform Highlights
Comprehensive Search Tools
Explore performance data, drawdown profiles,
correlations, and historical returns.
Tools and Transparency
Whether you’re an individual investor seeking diversification or an institution managing complex mandates, our platform gives you the tools and transparency to make informed decisions.
In-Depth Performance Analysis
Standard and advanced analytics such as Sharpe,
Sortino, MAR, and risk-adjusted metrics.
Create Watchlists
Save favorites, see them all on one screen, and turn your
shortlist into a working portfolio whenever you are ready.
Every name refreshes with new monthly performance.
Custom Portfolio Modeling
Mix and match managers, balance diversification against risk,
and save the combinations you like. Each saved portfolio refreshes every month with new performance data.
Build Custom Portfolios
Construct multi-manager portfolios using our custom analytical tools. See return streams, drawdown profiles, correlation matrices,
risk-adjusted metrics (Sharpe, Sortino, Ulcer), and volatility breakdowns before a single dollar moves.
Model different leverage levels. Swap managers in and out. Adjust allocations and watch the portfolio stats update.
Know exactly what you’re getting into, then get into it with confidence.
This is the analytical work that usually takes weeks of spreadsheets and back-and-forth.
We’ve compressed it into a workflow that makes portfolio construction feel intuitive.
Go Live & Work With Our Team
Once you’ve picked your managers and sized your portfolio, our team handles the rest. Paperwork across 10+ FCMs. Compliance documentation. Technical setup so managers can trade into your accounts from day one.
The industry standard for opening managed futures SMAs is weeks. Sometimes months. Ours:
Account setup in days, not weeks. We’ve opened accounts at 10+ FCMs and know exactly what each one needs. No back-and-forth guessing games with compliance departments.
Single point of contact from day one. One person quarterbacking your paperwork, your manager introductions, your clearing firm coordination. Not a ticketing system.
Multi-manager, multi-FCM coordination handled for you. Running five programs across two clearing firms? We’ve done it hundreds of times. The plumbing is invisible to you.
Manager trading authority set up and confirmed. We handle the technical handoff so your CTAs can begin executing the moment accounts are funded.
Daily Visibility, Ongoing Support
Once you’re live, you’re not left alone with a login and a “good luck.”
Daily performance reporting.
See P&L, drawdowns, and position-level detail updated every business day. Not monthly. Not quarterly. Daily.
Dedicated advisor relationship.
Your advisor knows your portfolio, your risk tolerance, and your goals. When you call, they already have context.
Rebalancing and reallocation guidance.
Manager underperforming? Want to add a new program? Your advisor walks you through the portfolio impact before anything changes.
Operational troubleshooting without the runaround.
Margin calls, statement discrepancies, manager communication issues. One call. We handle it.
Portfolio reviews.
Proactive check-ins on performance, correlation drift, and whether your allocation still matches your objectives.
FAQs
With an SMA, you own the underlying futures positions directly at the FCM. There are no redemption gates, lock-ups, or pooled fund restrictions—offering true transparency and liquidity.
Radical Transparency – View every trade and position in real time.
Absolute Control – Add, remove, or change managers at any time.
Capital Efficiency – Use notional funding to achieve leverage without borrowing.
Tax Efficiency – U.S. futures benefit from 60/40 capital gains treatment.
Valuation Clarity – Daily mark-to-market pricing ensures objectivity.
The platform itself is free to RCM clients. RCM earns a portion of the brokerage and margin costs charged by the clearing firm, not from additional platform fees.
Our SMA platform serves qualified eligible persons (QEPs), including high-net-worth individuals, family offices, and institutional investors. Minimums vary by manager, typically ranging from $500,000–$1 million nominal.
Yes. Our platform supports multi-manager portfolios, with consolidated reporting and risk management across all accounts and FCMs.
Contact our team to schedule a consultation. We’ll help identify managers that fit your objectives, facilitate onboarding, and set up your account infrastructure.
Let’s Get in Touch
Ready to talk specifics? Call us at (855) 726-0060
or request a call here.
We’ll bring the insights, you bring the questions.