Managed Accounts

** Unfortunately this program is not open to US Citizens. **

437.18% Return in less than 3 years!

You read it right, over 400% return in the last 34 months.  If you have ever thought about diversifying your portfolio with FOREX, then now is the time.  Forex managed accounts and Funds are very popular to investors all over the world. But you will need to act quickly, as you can imagine the program has become extremely popular and it is expected to stop accepting new funds soon. 

My name is James Dicks, bestselling author of Forex Made Easy and Forex Trading Secrets. I have been talking about the Forex market for 10 years.  Millions of people have heard my message on Forex, and hundreds of thousands have attended one of my free workshops.  Now is your chance to have your money traded professionally in the Forex market. 

Whether you are you new to the Forex markets, or already trading, it doesn’t matter.  If you are like me then you probably think that a 437% return on your money is astounding.  Now you want to know how to get involved?  Well so does everyone else and that is the problem; everyone can’t get involved.

Since my involvement began in Forex people have asked me, “James, who can trade my money for me?” I am pleased to announce the answer is SRF! I have spent a tremendous amount of time putting together a top notch trading team. Because of recent regulations in the US, the program is not available to US citizens.  You can see the compiled results for yourself.  Call now or click for more information, see if you qualify to be part of the Forex Managed account or Forex fund program.

To request more information, please click here.

Professional Forex Managed Account Services
Smart Alternative for Investors Today!

My trading team
SRF has gone much beyond what typical banking institutions offer. They have devised an innovative new model focused on cutting out all possible avenues of transactional costs associated with traditional Forex managed account models.  They have eliminated all the middle men and associated transaction costs, which increases the profits you can take home, and also reduced their cost of doing business by offering their credit lines to their clients. The benefits of this type of brokerage model allow SRF to pass the wholesale rates and savings on to their clients. By doing this they are able to achieve the returns posted with the flexibility and transparency of a private Managed Account via their Prime Broker.

They have also designed a short term proprietary model to take advantage of the daily price fluctuations in the foreign currency market. Their strategies allow them to profit frequently and quickly by taking positions across multiple highly liquid currency pairs at any one time.

This new model works especially well for clients who want high liquidity and also monthly income. Clients enjoy 100% Transparency, 100% Liquidity*, Account Control and they only pay incentive fees when a new profit high is reached at the end of each month. In the event a High Water mark from the previous months is not met, the client pays nothing.
*The PFAP requires a One year lock in but does allow withdrawal for emergencies the PMAP does not.

Investing in the Forex market has become a great way to diversify.  The Forex market is a great alternative tool for both consumers and institutions that are looking to expand their activity, and also diversify their range of investment options from the traditional investment opportunities such as stocks, mutual funds, bonds and Real Estate. The Forex markets also have very little correlation with traditional investment options, thereby providing you with a natural hedge.  The Preferred Managed Account Program (PMAP) or our Preferred Fund Account Program accommodates those investors who wish to allocate a portion of their investible capital to take advantage of the movements in the FOREX Market. The PMAP and PFAP trade the most common and liquid currencies including the USD, EUR, GBP, JPY, CAD, CHF, NZD and AUD.

Benefits of a Forex Managed Account

• Trading opportunities in both rising and falling markets.
• Asset diversification via spot foreign exchange trading.
• Professional Forex account management.
• Diversified Forex trading discipline using major currencies.
• Real-time account management and reporting.
• Liquidity of assets - money can be withdrawn at any time.

Trading Strategy

The Account Strategy is anchored by an investment philosophy emphasizing portfolio construction with an asymmetric return profile and definable downside risk to capital invested. The Manager invests in spot, forward, non-deliverable forward, and option (vanilla and exotic) positions consistent with the investment philosophy.

In portfolio development and management, the Manager adheres to a stringent 4-step process.

1. The manager utilizes a top-down thematic approach in developing underlying themes, drivers, and exposures to the macroeconomic landscape.
2. The manager develops directional and non-directional biases in multiple foreign currency markets consistent with his top-down macroeconomic views.
3. The manager constructs a portfolio of trades consistent with his above biases that offer advantageously skewed asymmetric return profiles and well defined downside risk.
4. The manager consistently manages the downside risk to the portfolio while simultaneously allowing favorably performing positions to earn a larger VAR (value at risk).

Duration and portfolio turnover will vary as the manager maintains flexibility to market conditions, positions trades where a specific market offers relative edge, and in consideration for liquidity on trade entry and exit.

The (PMAP) and (PFAP) accounts look to identify short and swing position opportunities in the spot FOREX market. The trading strategies utilize system­atic and rule based trading analysis as a component for entering into any position.  They strategically place trades that will have minimal account drawdown while maximizing the potential rate of return on your investment. Trends normally encompass short time intervals or intra-day trends or imbedded trends. The accounts utilize multiple technical strategies that look to result in a composite signal to the relative strength of a particular trend.

Client Forex accounts are traded in a dedicated master PAMM (Percent Allocation Management Module).  Whether you have $100,000, or $100,000,000 in your managed account or Forex Fund, the PAMM distributes all gains and losses on a percentage basis such that all managed accounts obtain the same percentage returns.  Each Forex account position belongs to your portfolio alone.

Unlike mutual funds or traditional hedge funds which commingle your funds with other investors, your Forex account is in your name, and all or part of your funds can be redeemed at anytime so long as there is not an open trade position. The Preferred Forex Fund Account Program does have a one year lock in, but can be accessed in case of emergency so as long as there are no open positions. SRF has a Limited Power of Attorney to trade the account only. Only you have deposit or withdrawal authorization.

We believe in transparency, and you will know where you stand at all times. Clients have access to an online report viewer providing read-only access to your Forex managed account. Get real time P&L, draw down, account equity and balance in real-time 24 hours a day, 7 days a week.

Forex Prime Broker WSG Markets in Wellington New Zealand is the appointed broker. WSG Markets banks with HSBC Bank plc. HSBC Bank plc is one of the largest banks globally. Your Forex accounts will be opened in your name. SRF does not accept monies from customers. As a customer you execute a Limited Power of Attorney (LPOA) which allows your account to be traded on your behalf. 

* SRF expressly reserves the right to impose a higher or lower minimum account standard at any time in the future and to reject accounts for any reason it deems appropriate.

  
** The Forex Managed Account Program and the Forex Fund Program can be closed to new investors as SRF deems necessary.

To request more information, please click here.
Before the opportunity is no longer available

SRF offers Certified Shari’ah Compliant Managed Accounts. Forex trading has opened up opportunities to all people regardless of race and creed. As Muslims have joined the trade, companies involved in currency trading notably brokers saw it fit to offer services that would benefit them as well. Just like any regular trader, they have the right to manage their own accounts or open a managed Islamic account in trading currencies and other financial instruments including the sukuk or securities that offers fixed return on investments. And that’s how the Islamic Forex trading accounts came to be. Call for more information.

Forex is a High Risk Investment-Trading in the off exchange spot foreign exchange markets on margin carries a high level of risk, and may not be suitable for all individuals. The high degree of leverage offered in the Forex markets can work against you as well as for you. Before deciding to trade in the foreign exchange markets you should carefully consider your investment objectives, you level of experience, and your risk appetite. The possibility exists that you could sustain a loss of some or all of your equity and therefore you should not invest money that you cannot afford to lose. Only true excess disposable cash should be used in trading. You should make yourself aware of all the risks associated with foreign exchange trading and seek advice from an independent financial advisor if you have any questions or concerns as to how a loss would affect your lifestyle.

Past performance is not necessarily indicative of future results and individual returns may vary amongst investors. Investment return and principal value will fluctuate so that an investor’s account may be worth more or less than their original investment. All performance figures assume the reinvestment of realized gains and capital gains. There is considerable exposure to risk in any foreign exchange transaction, including, but not limited to, the potential for changing political and/or economic conditions that may substantially affect the price or liquidity of a currency. Please consult your investment advisor and read all risk warnings before committing funds.