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2431 West Coast Highway Suite 202 Newport Beach, CA 92663-4763 United States
Website: www.wisdomfinancialinc.com Toll-Free: 800-854-8203 Phone: 800-854-8203 Fax: 949-548-2021
Description: Wisdom Financial, Inc. offers managed futures consultation, direct access trading, and trading system execution services to individuals, corporations, and industry professionals. We are an independent introducing broker with multiple clearing relationships providing 24hr access to futures, commodities, and foreign exchange markets around the globe. In the Managed Futures sector Wisdom Financial, Inc. acts as a manager to the manager (CTA), overseeing daily trade activity and providing timely information to our clientele. We conduct extensive research, due diligence interviews, and office visits with the CTA’s that we work closely with and we are constantly researching new emerging managers that show potential for our clients. For Commodity Trading Advisors, Commodity Pool Operators, and Commodity Funds we offer start-up consultation, complete back office and accounting, trade execution, performance reporting, and capital placement services.
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