Member Spotlight: Stein Investment Management

by FON Staff

Member Spotlight: Stein Investment Management

Stein Investment Management, a US-based asset manager company, focuses on trading the S&P 500 and other stock index futures trading on behalf of family office and high net worth clients who seek to diversify their investment portfolios and improve market returns. The firm utilizes highly advanced statistical, quantitative and behavioral methods to evaluate daily market conditions and provides a uniquely structured system of implementing trading strategies that encapsulate the team’s extensive knowledge, expertise and rigorous risk management discipline.

The flexibility offered by Stein’s managed futures strategy positions family office investors for various market environments  and offers the potential for a smoother return stream for the overall portfolio.  The firm appeals to sophisticated investors who seek to participate and profit regardless of market direction. It is registered with the Commodity Futures Trading Commission (CFTC) as a Commodity Trading Advisor (CTA) and is a member of the National Futures Association (NFA).

Impressively, company founder Boris Stein placed second in the 2006 World Cup Trading Championship® Futures Division sponsored by Robbins Trading Company. Stein Investment Management and Stein also have been featured in the industry  publications in the USA and abroad such as Futures, Traders World, FINalternatives.com, FutureSource.com, Technical Analyst and others.

“The foundation of our investment strategies is based on the fusion of economic and statistical theories, advanced mathematical calculations, contemporary trading methodologies, and collective empirical research. Our computer systems examine market data every day, searching for relationships and correlations between market parameters and price trends,” Stein said.  

“We have developed  a unique matrix of weighted market signals that determines the course of actions for the day. Our entry and exit strategy and trade size optimization are positioned to  take advantage of any market scenarios and maximize the profit generation  while adhering to strict risk management policies. Of course, risk of  loss still exists,” he said.

Unlike discretionary traders, whose decisions may be subject to behavioral  biases, Stein Investment Management follows a strict investment process that through rigorous research has shown to have a positive, well above average results. The strategy utilizes a vast array of powerful industry-wide computer-based analytical tools and systems, historical and current data, along with proprietary interfaces and trading software to assist trade decision-making. The firm subscribes to multiple, continuous real-time vital market data streams and real time trade execution services. Stein Investment Managements gets a low commission schedule from its partners and passes the savings to clients who achieve their strategic objectives and enjoy the comfort of a stable investing environment, timely financial document flow, and strong client service.

For more information, contact:

Boris Stein

President

Stein Investment Management LLC

2180 Kent Court

Mahwah, NJ  07430

Phone: 201-529-3123

Email: bstein@steininvestment.com

Internet: www.steininvestment.com

Past performance is not necessarily indicative of future results. Futures trading is speculative, involves substantial risk, and is not suitable for all investors.

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