Managed Futures Specialists 1 Page Business Plan

managed futures advisors Business Plan

Managed Futures Specialists 1 Page Business Plan

Overview

Managed Futures Specialists has a clear business objective to promote managed futures services. These services have been developed over 25 years with a core focus on addressing the key customer problem and associated opportunities.

The Business Objectives

When as a key component of our growth strategy we consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key long term business objective is to grow assets under management. Assets under management is considered the most critical and measurable business goal. At this stage of our development, we consider this to be more important than profitability growth, although both are important long term objectives.

The Customer

Managed Futures Specialists has been created with a clear focus on the needs of our customers. Through a structured customer discovery process, we have validated the key customer problem of reducing stock portfolio volatility. This is a critical issue for our selected target market of high net worth individuals.

The Value Proposition

Managed Futures Specialists is uniquely positioned to deliver value to high net worth individuals. "Managed Futures Specialists will lower your portfolio risk and at the same time raise the rate of return." In order to be deliver on this value proposition, in addition to our 25 years of experience we have proprietary software and have done our due diligence to bring you the top !% of over 2000 CTA's. This capability has taken considerable time and resources to develop and forms the cornerstone of our competitive advantage.

Competitors

We have a number of competitors within the managed futures advisors market. We consider our key competitors to be: Par Avenue

Vista. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Par Avenue

Vista by our geographic locations.

Key Strategies

Over the next 6 months our focus will be to hire and train 5 sales people including a sales and marketing manager. This task will be undertaken in the context of our broader strategy to keep the team motivated to reach their goals. These strategies are a tactical implementation of our overall business goal as outlined above.

Milestones

Measurement of the successful implementation of our strategies will be governed by measurable development milestones. The milestones that will be achieved over the next 2 years is: to have 20 million in manage futures on our books.

About this document
managed futures advisors Business Plan
This document was created by Roger of Managed Futures Specialists using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.

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