Equity Raising

Our popular blog, email, and live events educational platform is designed to bring new entrants into the alternative investment space, while presenting managers we work with clients and potential clients across high-net-worth individuals, family office, and fund of funds; with select programs promoted to direct marketing via one-on-one presentations to select clients, roadshows and events.

Strategic Advantages for Equity Raising

When raising capital for SMA-based managed futures strategies, emphasize:

Personalization

Highlight how strategies can reflect individual goals or constraints.

Risk Management

Showcase manager discipline and real-time oversight.

Operational Security

Stress that client capital remains in their name at a Futures Clearing Merchant (FCM), reducing counterparty risk.

Client Profile

  • High-net-worth individuals
  • Institutional investors
  • Sophisticated retail clients

Why SMAs Fit

  • Desire for tailored strategies, direct ownership, and tax optimization
  • Need for transparency, risk controls, and manager accountability
  • Seeking alternatives to pooled funds with more control and visibility

Learn About Our Services For Emerging Mangers Here 

Let's Build Something Smarter—Together.

Whether you're raising capital or seeking diversification, RJO is ready to help you grow.

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