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Managed Commodities

Oculus Trading Strategy: Managed Forex Trading Program

Managed Forex Trading via MAM (Mulit-Account Manager) is the technical solution offered by Bellwether Capital Management that allows investors to invest in the Oculus Trading Strategy Program. Here's how it works: After new clients have completed online application, provided necessary documentation and funded their account, Bellwether will be provided a Limited Power of Attorney by all the clients in that wish to take part in the Oculus Trading Stratey Program. This limited power of attorney gives Bellwether the ability to trade on behalf of our clients, and thus control a single virtual “Master Trading Account” whose equity is equal to the total amount of equity held in all the separate individual accounts. For a more detailed pf MAM methodology, please click here.

Avoid Common Trading Errors:

* Lack of experience
* Unreasonable expectations
* Absence of sound trading plan
* Lack of discipline
* No technical or fundamental knowhow
* Excessive leverage
* Holding too many open positions
* Incorrect use of stop loss orders
* Poor money management

bell·weth·er:  ˈbelˌweT͟Hər/ 

noun: bellwether; plural noun: bellwethers

Gain Key MAM Account Benefits:

* High profitability.
* Transparency
* Liquidity
* Security
* Simplicity of usage
* Minimal investment amount.
* Maximum safety & control
* Ability to customize
* Possibilities for diversification

The leading sheep of a flock, with a bell on its neck. ; an indicator or predictor of something. Synonyms: harbinger, herald, indicator, predictor "a bellwether of change"

World Foreign Exchange Markets

Managed Forex Trading Accounts are becoming an increasingly popular way of accessing the forex market for retail investors,who have neither the time nor expertise to trade their own account.An investment in a Managed Forex account provides investors with the ability to profit from the currency market by having their account managed by a professional money manager, whilst at the same time having complete access to their fund, 24 hours a day.

The Oculus Trading Strategy allows Bellwether Capital Management, LP to trade your funds on your behalf for a fixed administrative fee and a fixed share of the profits. By selecting the specialized firm of Bellwether Capital for this purpose you gain access to a a sophisticated software feature that permits your account balance to be traded by an expert.

Listed below are prospective investors most Frequently Asked Questions:

Now, more than ever, a client wants ‘‘peace of mind’’ when it comes to the safety of financial assets.
Financial Professional: A registered representative is an independent business owner who provides financial guidance to their clients and is typically paid a commission when you purchase a financial product. An Investment Advisor Representative (IAR) is an independent business owner who provides financial guidance to their clients and is generally paid a fee for either managing assets, giving advice, or both.
Investment Firm: A broker-dealer processes the commission business of registered representatives licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws. A Registered Investment Adviser (RIA) processes the fee-based business of IARs licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws.
Custodian: Pershing LLC, National Financial Services, LLC, and select firms provide the trade execution, clearing, custody, and other services for securities and related transactions.
Your Investments: Mutual funds, managed accounts, stocks, bonds, etc.

Foreign currency investing differs from the stock, bond and mutual fund markets in that returns of FX investing are not normally correlated to other markets. The US equity markets have historically gone up and down with the US economy’s strengths and weaknesses. Bellwether Capital managed FX accounts may have gains consistently without regard to bull or bear market cycles in the stock or bond markets. Of course, the cash FX and FX futures markets have experienced losses. This lower correlation between the traditional equity and bond markets returns and Bellwether Capital managed FX accounts provides a valuable contribution to investor portfolios in the form of diversification. There are many articles and books that discuss the advantages of diversification into non-traditional asset classes.

It depends.
* Some people seek financial planning when a material life changing event has occurred or is expected to occur. Such events could be: Marriage, retirement, college planning, a death in the family, divorce, or the birth or adoption of a child.
* Sometimes, people need financial planning guidance when they are evaluating the financial merits of changing jobs, buying or selling a business, or purchasing a new home.
* Financial Planning can be extended to business owners as they seek to evaluate their current or prospective retirement plans, executive compensation, succession planning, or employee education.
* Others choose to create a retainer arrangement to have various financial planning services for their situation on an ongoing basis.

Diversifying advisors may provide you insight to the different levels of service other investment professionals provide. However, this perceived diversification may result in inadequate financial planning due to a lack of knowledge of holdings elsewhere, as well as potentially unsuitable investment allocations due to the lack of knowledge of material changes to your account(s) with other institutions. The investor also may be able to save on overall investment related expenses by consolidating accounts and taking advantage of relative economies of scale.

No, Bellwether Capital Management is registered as a Commodity Trading Advisor (“CTA”).and a Forex firm. Hedge funds typically co-mingle client monies into a “fund” that have lock-out periods, where funds can only be withdrawn at certain times. Other hedge fund restrictions typically include higher initial minimum investments amounts (sometimes $1,000,000 to $10,000,000) and holding the clients’ funds within their largely unregulated entity versus with a registered firm. Bellwether Capital  Oculus Trading Strategy Program involve funds deposited at a regulated U.S. clearing broker held in the name of the client. Furthermore, Bellwether Capital has no access to a client’s funds, only access to make investments in the account. All withdrawals are strictly under the client’s sole control. Another advantage of Bellwether Capital’s offering is that it is a completely liquid investment, which can be turned into cash in just a few days. It is important to emphasize however, that this is not to be considered a short term investment

A broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy or sell investment products on behalf of investors. The broker/dealer holds responsibility for regulatory compliance and adherence to securities laws. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA).

An independent financial professional is not an employee of an investment or financial services firm – they are an independent business owner. They have the freedom to structure their business in a manner that best serves their clients. The independent financial professional utilizes the services of the broker/dealer to process investment business, provide services such as practice management and education.

The foreign exchange market, also referred to as the “Forex” or “FX” market is the largest financial market in the world, with a daily average turnover of approximately USD 3.5 trillion. Foreign exchange trading is the simultaneous buying of one currency and selling of another. Many of the world's currencies are on a floating exchange rate and are traded in pairs; for example Euro/Dollar or Dollar/Yen. Generally speaking, only professional traders are able to access the global FX market pricing.  Others interested in trading FX generally use clearing brokers, referred to as Futures Commission Merchants (“FCM”).  Bellwether Capital receives and trades its FX prices from (Gain Capital LLC).

Financial Planning can be done on an “as needed” basis through various engagements that have a start and an end or on an ongoing basis through a financial planning retainer fee

Call Us Now +1 212 289 1450
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Our Company 75 Maiden Lane, NYC

Oculus Trading Strategy is managed by Bellwether Capital Management, LP ,brokers in Futures, Commodities,  and Foreign Exchange and a member of the National Futures Association Member The Portfolio Manager for Oculus Trading Strategy is Bellwether Capital Management CEO Aidan Doyle. Mr. Doyle has been a registered stockbroker and active trader since the late 1980s both in London and New York, along the way working with a veritable who’s who of the financial community. Mr.Doyle is also a  frequent contributor to worldwide financial media, a renowned public speaker and the producer/presenter of the recently-released educational DVD “Understanding Managed Futures.” In late 2012, Mr. Doyle and Bellwether Capital Management became broadcast contributors to the Thomson Reuters Insider Network and also founded the Bellwether Daily Financial Network.

Download Account Documentation

QEP (Qualified Eligible Participant) Questionnaire

Limited Power of Attorney (LPOA).

Disclosure Document

IRS W9 Form

The above documents are intended for use by Oculus Trading Strategy Clients. For other documents, please click here.

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