 |
|
|
Home >
Investment Products > Managed Futures >
|
|
|
|
|
|
|
|
Public Funds
Public funds are appropriate for qualified retail investors. Minimum investment requirements typically begin at $5,000 ($2,000 for IRAs).
Private Funds
Private funds (or private placements) are open to investment by high net worth and accredited investors. The minimum investments typically range from $100,000 to $500,000.
Qualified Investors
Only investors who are financially eligible and willing to accept managed futures' inherent fluctuations should consider managed futures investments. Because these investments can be volatile, they are appropriate only for the risk capital portion of an investment portfolio, and they should be positioned for the long-term. Investors are cautioned that they could lose all or substantially all of their managed futures investments.
Investor suitability:
The financial requirements for public futures funds vary from state to state and with each offering. Generally, in most states, a minimum net worth of $75,000 (excluding homes, furnishings and automobiles) or a minimum annual income of $30,000 and a net worth of $30,000 (with the same exclusions) may be considered sufficient to allow investors to take advantage certain managed futures investments. Suitability standards for certain public futures funds and private placement funds are higher and vary by offering. Ask a Morgan Stanley Smith Barney Financial Advisor about suitability requirements in your state.
|
|
|
|
|
|
|
|
Branch Locator
| Site Map
| Privacy
| Terms of Use
| Disclosures
| Morgan Stanley & Co. Incorporated Financial Statement
|
|
|
The Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. have combined into Morgan Stanley Smith Barney LLC, a new investment adviser and broker-dealer registered with the Securities and Exchange Commission.
In general, references to Morgan Stanley in this section of the site should be read as Morgan Stanley Smith Barney; however, some services will continue to be provided by Morgan Stanley & Co. Incorporated. Click here to read the Statement of Responsibilities, which explains the respective roles and functions of Morgan Stanley and Morgan Stanley Smith Barney.
The information and services provided on the website are intended for persons in the U.S. only. Non-U.S. persons are directed to our Global Offices page.
© 2009 Morgan Stanley Smith Barney LLC, member SIPC. All rights reserved.
|
|
