Becoming a CTA

Starting a Commodity Trading Advisor and managing other people’s money is a business and should be treated as such.

When you are just starting out as a CTA, disclosure documents and track record issues seem incredibly complex. Wilshire Consulting Group can help you handle these tasks. We can help you draft a complete and comprehensive disclosure document to protect you. It has to be very explicit in your agreements in all the areas where there could be confusion between the parties. We will make sure your agreement and disclosure document says what strategy and systems you will be utilizing.
Wilshire Consulting Group will also handle your ongoing compliance and make absolutely sure you are in compliance with all the rules and regulations.. The last thing you want is a problem or issue with the National Futures Association or any of the exchanges.

As a CTA you will have to keep very detailed records of every account you manage on a daily basis. If you do that, your track record can be computed on that daily basis. It is fairly
expensive to have your own accounting staff, so WCG can help you outsource this function. We believe outsourcing your accounting needs is some of the best money you can spend.

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