INVESTMENT MANAGEMENT
HELP WITH LAUNCHING YOUR INVESTMENT MANAGEMENT BUSINESS

GreenTraderFunds offers many services you will need to launch a successful money-management and/or hedge fund-business at a competitive price. The biggest savings and values most often come when clients get started with us at the earliest stages and by utilizing our integrated packages. We pride ourselves on communicating knowledgeably and clearly with our clients and strive to pierce through the legal and accounting terminology to provide answers you will understand.

We focus on start-up, incubator and smaller & mid-size hedge funds and their investment advisers. Our professionals understand their needs better than most and we design our products and services around their special needs. That means offering generous amounts of web and media content for advisers to make informed decisions, offering some of the lowest prices nationally and internationally, giving great support and customer service, and conceiving the best start-up full service packages in the industry.

Here is how we can help you launch a successful money management and/or hedge fund business:

Consulting on business, registration, accounting, tax and compliance: As you conceive your investment management and/or hedge fund business plans, consult with Robert A. Green, CPA, Brent Gillett, JD and our other professionals. We can tell you the regulatory and registration rules and address development, tax, accounting, reporting and business strategies. Our focus is your long-term success, not selling services you don't need. We like the step-by-step approach, which often entails starting as a money manager or an incubator fund.

It's very important to figure out your tax plans before you develop your hedge fund or investment-management business. Read about some of our special tax strategies for hedge funds and you will see why tax structuring comes first. State tax "nexus" issues are paramount; as your investors and co-managers may be spread out around the country. International tax matters with offshore hedge funds are also complex as non-resident investors and U.S. tax-free entities (pension funds) want to invest in offshore funds. GreenTraderFunds has lots of experience and expertise in offshore funds and international tax matters.

Incubator (start-up) funds: A GreenTraderFunds-conceived incubator fund is the least expensive and most flexible hedge-fund business plan around! You can form your incubator fund with our network partner (Investment Law Group) for around $3,000, plus minor state filing fees. Then begin generating an attractive performance record now and complete the setup of a hedge fund that can be offered to others when the fund is already a proven success. GreenTraderFunds also prepares your required fund level accounting and tax reporting for a very reasonable additional cost. You don't need other service providers, as GreenTraderFunds handles all your needs under one roof. We also offer specially priced packages.

Development.

Our team helps with the development/formation process. We consult you on the best structure for your investment management business and factor in the latest and most appropriate tax strategies to meet your needs as well as your investors' needs too. We help design and set up your hedge fund and investment management business. GreenTraderFunds is not a law firm and it does not practice law. Our outside attorneys at Investment Law Group prepare all the related documents and consult you on the latest regulatory strategies.

GreenTraderFunds (and previously GreenTraderLaw, PLLC) and Investment Law Group have successfully developed and formed over 500 hedge funds.

What you trade determines what type of hedge fund you need.

Do you trade securities, commodities, futures or forex? It makes a world of difference in fund product design. Securities traders need a securities fund, commodities and futures traders a commodities pool and forex currency traders a currency fund. Each fund is very different. The SEC and states sanction securities funds, and the CFTC and NFA sanction commodity and forex pools.

It's a small world; you may need a U.S., an international and a master feeder fund.

The majority of hedge funds and advisers may currently reside in the U.S., but a very significant part of investor money comes from international investors residing outside the U.S. Hedge funds are growing very fast in the U.S. but may be growing even faster outside the U.S.

U.S. investors who are taxable in the U.S. prefer U.S.-based funds. International investors and tax-exempt U.S. investors prefer international funds. Advisers prefer master-feeder funds so they can integrate both U.S.-based and international funds. Mini-master feeders are a new twist that can deliver more tax breaks for the owners. In all cases, we work hard to obtain a tax-efficient result.

We care about customers, not just finishing jobs on time.

Study our website content to learn lots, but also notice our entire business model is focused on one thing — our customers. We're dedicated to helping you launch your hedge fund properly, and taking care of your accounting, software and tax needs.

We don't seek volumes of jobs; we seek success for our customers. We help put them in business and stay compliant over time. We set up their operations, systems and accounting. Then, we carry out much of this work. This saves our customers the most money possible and allows them to deliver the results their investors demand. Institutional and sophisticated investors will show their appreciation for our integrated involvement by allocating more money to your fund.

Invite us to help you.

If you have any questions and/or would like to get started with us, please send an e-mail to hedgefunds@greencompany.com or call us today.

After you read and watch our leading content about investment management businesses, you will probably have some good questions for us. The best way to get quick and dedicated answers to your specific questions is with a personal consultation. Click here to learn more.


Featured Webinars

Recordings:
Botched 1099-Bs & Form 8949
Learn How To Use TradeLog to Deal with Cost-Basis Reporting
Forex Traders: 2011 Taxes
Trader Tax Tips & Investment Management
Launching an Incubator Hedge Fund

Highlights:

May 10: European politics and FTT Read more

May 8: Real estate tax mini-shelters could turn economy Read more

Apr. 12. IRS issues tax guidance on MF Global missing customer funds Read more

Apr. 4. The MF Global Tax Trap & How to Handle 2011 Tax Extensions Read more

Mar. 29. Extensions: Some traders may qualify for IRS penalty relief Read more

Mar. 28. See smoking guns on botched 1099-Bs in our Webinar recording Read more

Mar. 26. Petition: Securities Traders Need Tax Relief on IRS Cost-Basis Reporting Rules Read more

Mar. 20. Brokers are only reporting potential wash sales, not final wash sales Read more

Mar. 20. IRS, why force taxpayers to reconcile 1099-Bs to tax returns? Read more

Mar. 15.
Please IRS, don’t match tax returns with new cost-basis 1099-Bs...Read more

Mar. 10.
Big Concerns with Botched 1099-Bs and Discrepancies on Form 8949 ...Read more

Feb. 2.
Cost-Basis Reporting Is a Nightmare and FATCA Makes the IRS a FATCAT...Read more

Jan. 26.
The Buffett Rule is Bad Tax Policy, Keep Lower Long Term Capital Gains Rates...Read more

Aug. 1. How will active traders make out with coming tax changes?...Read more

July 12. Are lower 60/40 tax rates on futures in jeopardy? ...Read more

Blog archive and
Green's Forbes and Benzinga blog versions.

 




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