Equity Quant > Managed Account Program

Equity-Quant.com's mission is to provide our investors with superior risk-adjusted returns by developing and carefully monitoring prudent alternative product. We are both managers and investors in our trading program and strive to deliver to our clients the level of performance, integrity and service we demand for ourselves.

If you decide that you don’t have the time to dedicate to equity trading but still want to participate in the stock markets, you might consider auto trading under LPOA (Limited Power of Attorney) authorization. Our Managed Account Program allows clients to auto trade EQ-100 or SP-Quant, our long-term tested quantitative trading programs while passively taking part in the US stocks marketplace.

The Managed Account Program offers investors the following benefits:

• 0% Management fee (zero deal) and low performance fee of only 20% of all trading profits, based on quarterly high water mark, or upon exit from the Program
• No subscription fees and no withdrawal fees;
• No account lock-up period
• The account will be in client's own name with Interactive Brokers.
• Initial investment is $2,500,000 for EQ-100 and $100,000 for SP-Quant.
• Real-time account management with reporting in real time
• Full position level and NAV transparency
• Liquidity of assets - money can be withdrawn any time without fees or penalties
• Strategy diversification from market neutral trading that is weakly correlated to stock market trends
• Profit potential in any economic environment (in both rising and falling market)
• An alternative to bonds and low-yielding instruments like money markets and certificates of deposit, for those who can accept higher risks in exchange for higher potential returns
• The account traded is based on a quantitative trading system that is completely systematic and free of human influences
• Convenient to customers who just don’t have the time to dedicate to trading

EQUITY TRADING INVOLVES SIGNIFICANT RISK AND IS NOT SUITABLE FOR EVERY INVESTOR. PAST RESULTS ARE NOT INDICATIVE OF FUTURE RESULTS. NONE OF THE SERVICES OFFERED TO IN THIS WEB SITE ARE AVAILABLE TO PERSONS RESIDING IN ANY COUNTRY WHERE THE PROVISION OF SUCH SERVICES WOULD BE CONTRARY TO LOCAL LAW OR REGULATION. THIS IS NOT A SOLICITATION TO INVEST AND YOU SHOULD CAREFULLY CONSIDER YOUR FINANCIAL SITUATION AS TO THE SUITABILITY TO YOUR SITUATION PRIOR TO MAKING ANY INVESTMENT OR ENTERING INTO ANY TRANSACTION.

PLEASE TAKE A MINUTE TO REVIEW AND UNDERSTAND THE RISK / DRAWDOWN ANALYSIS ON THE BACKTESTING PAGES BEFORE YOU INVEST. ALSO, WE DO NOT RECOMMEND INVESTING MORE THAN 1/3 OF YOUR TOTAL INVESTMENT PORTFOLIO IN ANY PARTICULAR TRADING PROGRAM, INCLUDING EQ-100 AND SP-QUANT EQUITY TRADING PROGRAMS.

Our managed account program is currently available to Accredited Investors only. Please contact us if you need additional information.