Our experience working in the Compliance Department at the National Futures Association (NFA) has allowed us to provide Commodity Trading Advisors (CTA) with all of the tools to meet their CFTC and NFA compliance and performance reporting responsibilities. For over 30 years we have helped CTAs meet their track record reporting requirements by providing composite performance tables and proforma tables on a timely basis. We pride ourselves on staying current on all of the latest accounting, audit, tax, and compliance changes that affect CTAs. In fact we are continuously asked to serve on educational panels as experts in the futures industry.

CTA services include:

NFA Registration & Compliance Consulting
• Disclosure Document Assistance
• Monthly Performance Tables
• Pro Forma and Hypothetical Performance Records
• Financial Reviews
• Performance Attestations