Strategic Synergy Investments, LLC

DID YOU KNOW?

SSI will be at the Money Show in Las Vegas, Booth #413.  Come chat with us during the open Exhibit Hours of Tuesday & Wednesday May 15th and 16th from 10:30 AM - 6:00 PM.  We’ll also be there on Thursday, the 17th, from 9:30 AM - 1:30 PM. 

Also, we will be offering several chances to play in our Financial Trivia Game Show.  Come play for fun and a chance at winning prizes. We look forward to seeing you there!

  • It is possible to implement these programs in an IRA account for you.
     
  • You will be able to see ALL the trading activity in your account as statements are provided by most FCMs on an Activity or Daily Basis - your choice.
     
  • Our systems are generally non-correlated with the stock market.  As of April 30th, 2012, the S&P 500 Index (the predominant benchmark for stock market performance) has an Annualized Total Return of just +1.01% over the last five years!
     

Our programs may not be right for you. However, we can help you in finding a Managed Futures product that better suits your needs.

Strategic Synergy Investments, LLC, “SSI” is a registered Commodity Trading Advisor that offers several Managed Futures products to both individuals and institutions.  Two of our three programs have well defined NET performance targets of +10% and +13% over the risk-free rate of return, typically considered to be that offered by 3-Month Treasury Bills.  Both rates of return would far exceed that offered by the general stock market over the last decade.  Our third system is a bit more open-ended with a goal of achieving over +15% per annum.  Our investment focus is on premium collection through option writing.  While that strategy has advantages, SSI is aware of associated shortfalls and our programs have been developed with the assumption that trouble spots will occur more often than what might statistically be expected.  Unlike some other pure option writers, we use futures contracts and regimented profit targets to hedge risk.  Our goal is to deliver consistent returns over time while factoring in your personal risk appetite, as determined by your choice in programs.  More information is available by accessing our Disclosure Document below.  Be sure to also check out our Guidebook to Core Investment Strategies.NFA Opportunity and Risk Image

If you’re new to the futures markets, we recommend that you look through the National Futures Association’s booklet:  Opportunity and Risk - An Educational Guide to Trading Futures and Options on Futures.

COMMODITY TRADING INVOLVES SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL INVESTORS.

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Avoiding Investment Fraud

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SSI Logo Small WebIf you would like to know more about the core strategy utilized in the offered programs, CLICK HERE (the core strategy simply refers to the trading methodology that is most mutually shared between the offered programs and comprises the bulk of activity in each program). 

Before investing you should carefully review our latest disclosure document - especially the section that describes associated risks.  See Below.

Are you new to the futures markets?  We can assist you in setting up a brokerage account with a Futures Commission Merchant (“FCM”)  that will carry your account.  You can then authorize us to implement our trading strategies for your account under the terms of our Management Agreement.

Browse our Web site for more information about Strategic Synergy Investments, LLC. If you have any questions or would like to speak with a Strategic Synergy Investments, LLC representative, call us at 866-765-2243.  You can also e-mail us at info@strategicsynergyinvestments.com.

At Strategic Synergy Investments, LLC, we value the relationship held with each client and will work diligently to meet and exceed your expectations of us.

DISCLOSURE DOCUMENT & ACCOUNT MANAGEMENT FORMS

To view our disclosure document and account management forms, please read and accept below:

THE RISK OF LOSS IN TRADING COMMODITIES CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.

THE HIGH DEGREE OF LEVERAGE THAT IS OFTEN OBTAINABLE IN COMMODITY TRADING CAN WORK AGAINST YOU AS WELL AS FOR YOU. THE USE OF LEVERAGE CAN LEAD TO LARGE LOSSES AS WELL AS GAINS.

IN SOME CASES, MANAGED COMMODITY ACCOUNTS ARE SUBJECT TO SUBSTANTIAL CHARGES FOR MANAGEMENT AND ADVISORY FEES. IT MAY BE NECESSARY FOR THOSE ACCOUNTS THAT ARE SUBJECT TO THESE CHARGES TO MAKE SUBSTANTIAL TRADING PROFITS TO AVOID DEPLETION OR EXHAUSTION OF THEIR ASSETS. THE DISCLOSURE DOCUMENT CONTAINS A COMPLETE DESCRIPTION OF THE PRINCIPAL RISK FACTORS AND EACH FEE TO BE CHARGED TO YOUR ACCOUNT BY THE COMMODITY TRADING ADVISOR ("CTA").

THE REGULATIONS OF THE COMMODITY FUTURES TRADING COMMISSION ("CFTC") REQUIRE THAT PROSPECTIVE CLIENTS OF A CTA RECEIVE A DISCLOSURE DOCUMENT WHEN THEY ARE SOLICITED TO ENTER INTO AN AGREEMENT WHEREBY THE CTA WILL DIRECT OR GUIDE THE CLIENT'S COMMODITY INTEREST TRADING AND THAT CERTAIN RISK FACTORS BE HIGHLIGHTED. THIS DOCUMENT IS READILY ACCESSIBLE AT THIS SITE. THIS BRIEF STATEMENT CANNOT DISCLOSE ALL OF THE RISKS AND OTHER SIGNIFICANT ASPECTS OF THE COMMODITY MARKETS. THEREFORE YOU SHOULD PROCEED DIRECTLY TO THE DISCLOSURE DOCUMENT AND STUDY IT CAREFULLY TO DETERMINE WHETHER SUCH TRADING IS APPROPRIATE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. YOU ARE ENCOURAGED TO ACCESS THE DISCLOSURE DOCUMENT BY CLICKING BELOW. YOU WILL NOT INCUR ANY ADDITIONAL CHARGES BY ACCESSING THE DISCLOSURE DOCUMENT. YOU MAY ALSO REQUEST DELIVERY OF A HARD COPY OF THE DISCLOSURE DOCUMENT WHICH ALSO WILL BE PROVIDED TO YOU AT NO COST. THE CFTC HAS NOT PASSED UPON THE MERITS OF PARTICIPATING IN THIS TRADING PROGRAM OR ON THE ADEQUACY OR ACCURACY OF THE DISCLOSURE DOCUMENT.

OTHER DISCLOSURE STATEMENTS ARE REQUIRED TO BE PROVIDED TO YOU BEFORE A COMMODITY ACCOUNT MAY BE OPENED FOR YOU.

PLEASE ACKNOWLEDGE YOUR UNDERSTANDING OF THIS IMPORTANT STATEMENT.

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If you are an agent/broker that would like to offer our programs to your clients, please CLICK HERE.  Information contained herein is for informational purposes only and does not constitute an offer to sell securities or other investments.  SSI is not a broker-dealer and does not deal in securities.  We believe that the information contained herein is accurate and complete but no warranty of this is given and no liability is accepted with regard to errors or omissions.