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BWolinsky, Thanks for the advice. The NFA watch dogs are on high alert, I am sure. Every single sentence that I produce in relation to my firm and my the services that I provide will be cleared through the NFA prior to publication. And I will certainly have a solid disclosure doc to...

Arb Under Par, Thanks for the information. I spoke with a firm that handles all back office and they help raise funds for a 20% cut of mgt and perf. Not sure how connected he is in the allocation arena but I will find out soon enough. If you know any influential fund raisers with...

Thanks for the replies. The main thing that I am after at this point is a software package to handle all back office needs, such as client statements, performance records, etc. I would much rather handle this admin myself rather than outsource. Is there a software package out there that...

Hi Folks, I have a few questions about setting up a new CTA. 1- My first question has to do with business management software. Is there a software package out there that can be used to prepare client statements? I do not have a clue how to do this. It wasn't covered on the Series 3...