Avertis Group
Managed Trading Accounts
Minimum Investment USD $100,000
Become our investment partner. You maintain full control over your own account at all times, while we handle daily trading decisions and risk management for you. Benefit from professional strategies without having to trade yourself.
How the Partnership Works
8 Min • Professional Trading with Your Control
WHY THIS OFFER EXISTS
A Partnership That Protects Your Interests
Most wealth managers earn fees regardless of your performance. We've developed a different model: We only profit when you profit.
Your Capital Stays With You
No capital outflow. Your money stays in your own account – you maintain full control at all times and can revoke access with one click.
Performance-Based Compensation
No profit = No fee. With 30% performance participation, we only earn when you generate profits – our interests are fully aligned with your success.
Complete Transparency
You can view every position, trade, and transaction in real-time. Monthly reports and quarterly reviews ensure absolute clarity.
YOUR ADVANTAGES
What You Gain With This Partnership
Professional Risk Management
Defined loss limits, systematic stop-loss protocols, and daily monitoring protect your capital from larger drawdowns.
- Maximum daily loss limit per position
- Automatic risk limitation during market volatility
- Diversification across multiple market segments
Institutional Trading Strategies
Access to professional trading strategies typically reserved for institutional investors with multi-million investments.
- Systematic trading approaches with clear rules
- Combination of stocks, options, and futures
- Adaptation to different market phases
Quarterly Profit Distributions
Regular cash flow through realized profits – you don't have to wait years to benefit from your investment.
- Payout after each quarter to your account
- High-watermark principle for fair fee calculation
- Detailed accounting of all trades
Personal Point of Contact
No anonymous service. You have direct access to your portfolio manager and receive individual support.
- Quarterly review meetings via video
- Direct availability for questions
- Strategy updates during market changes
Our Simple Three-Phase Process
A clear, straightforward process that gives you confidence and explains step by step how the partnership works.
Setting Up Your Account
We set up everything so that:
- •You remain the sole owner of your account at all times
- •We can trade professionally for you
- •All risks are clearly defined
- •You can track your progress at any time
- •Fees remain fair and transparent
→ So you have full transparency from the start.
Implementing Trading Strategy
Once your account is set up, we begin daily work.
- •We actively trade US stocks and options
- •We monitor your account and risks daily
- •All positions are managed according to clear rules
- •You receive monthly updates on your account development
→ So you always know what's happening with your capital.
Profit Distribution & Reports
You receive regular clear evaluations and your realized profits.
- •Quarterly profit payouts
- •Performance fee only on actual net profits
- •Comprehensive reports on all trades and results
- •Joint discussions to align your goals
→ So you don't just invest, but understand.
THE MODEL
Avertis Private Capital Management
Investment Model Overview
Our model is designed to be fair, transparent, and easily understood.
| Category | Explanation |
|---|---|
| Minimum Investment | USD $100,000 (Standard) / USD $250,000 (Capital Partner) |
| Lock-Up Period | 12-month minimum commitment |
| Performance Fee | 30% of net profits, only when you actually earn |
| Management Fee | 1.5% per year |
| Distributions | Quarterly, based on realized profits |
| Reports | Monthly performance summary and quarterly reports |
| Target Return | Approximately 45% per year possible (not guaranteed) |
| Strategy | Active trading in US stocks, futures, and options |
Schedule Your Investor Consultation
In a brief conversation, we'll jointly assess whether this model fits your investment goals. The consultation is non-binding and confidential.
WHO IS THIS OFFER SUITABLE FOR?
This Partnership Fits You If...
You want to invest USD $100,000 or more in professionally managed trading
You have a long-term perspective (at least 12 months)
You want to maintain full control over your capital
You value transparency and regular communication
You understand that trading involves risks and offers no guarantees
You seek above-average returns with professional risk management
This partnership is not suitable for individuals who expect guaranteed returns or feel uncomfortable with market risks.