Cara Trading Advisors : Portfolio management that fits

Cara Concept accounts focus sophisticated wealth management techniques on attaining consistently superior returns in all market conditions and cycles. Our understanding of economic and geopolitical themes allows us to grow your portfolio while we keep downside risk well below commonly accepted levels.


•	Holders of Cara Concept accounts benefit from the enhanced risk management and flexibility of options, forex, and fixed-income instruments as well as equities.
•	Risk is carefully managed according to your needs
•	You pay only for successful results
•	Bill Cara’s proven expertise guides every trading decision

Account minimum / requirements:
US$175,000 total holdings with CTA. US$100,000 per Concept Portfolio. US residents must meet certain SEC regulations to qualify for performance-based fees.

Fee Structure:
A performance-based fee of 25% of profit is assessed each month that an account gains value, establishing a “high-water mark” beyond which account value must increase for further fees to be paid. Each monthly increase establishes a new high-water mark. There are no fixed fees.

Risk / Return characteristics:
Concept Portfolios address five risk/return levels – A to E – ranging from the most complete level of safety with adequate returns (A: CMSV) to the highest level of potential performance that maintains adequate levels of safety (E: CG).

Peace of mind:
Each client’s assets remain under their control, in their own online brokerage account, separate from other accounts and from the broker’s assets, with a statement updated and available daily..

Account management:
Bill Cara manages CG, CEM, and CAM portfolios, backed by extensive computer modelling. Hugh Oosthuizen manages CMSG and CGI portfolios. Geoff Goetz and Patrick Veech manage the CMSV portfolio, under Bill Cara’s direction.

Recognizing some investors’ needs to produce satisfying returns from smaller asset amounts, Bill Cara designed Cara Select Portfolios to take advantage of potentially excellent gains in specific markets through more aggressive trading.


•	Cara Select Portfolios is a stock picking, market timing service
•	Bill Cara considers Cara Select Portfolios to be “moderate risk” accounts
•	Cara Select Portfolios are designed to take advantage of potentially excellent gains in specific markets through more aggressive trading
•	Bill Cara’s proven expertise guides every trading decision

Account minimum / requirements:
US$50,000 to US$100,000. The maximum account limit relates to the often smaller trading volumes among small-cap stocks.

Fee Structure:
Asset-based fee of 3% per annum (less commission costs), accounted for daily and charged monthly. SEC does not permit performance-based fee structure for non-accredited investors..

Risk / Return characteristics:
Select Portfolios address three risk/return levels ranging from the most complete level of safety with adequate returns (A: SMSV) to the highest level of potential performance that maintains adequate levels of safety (E: SG, SAM, SEM).

Account management:
Bill Cara manages the SG, SEM, and SAM portfolios, backed by extensive computer modelling. Hugh Oosthuizen manages the SGI and SMSG portfolios. Geoff Goetz and Patrick Veech manage the SMSV portfolio, under Bill Cara’s direction.