Wrice Financial Group provides specialized advisory and managed futures services to individuals, businesses, family offices, and institutional clients that meet the eligibility and suitability requirements applicable to the particular service or trading program.
Eligibility is evaluated based on factors including the nature of the engagement, applicable regulatory requirements, financial circumstances, investment or hedging objectives, experience, liquidity needs, and ability to assume the risks associated with the strategies being considered.
The managed futures program requires a minimum initial account value of $1,000,000. Certain programs, account structures, financial instruments, or fee arrangements may be limited to clients that satisfy additional regulatory qualifications. Where applicable, Wrice Financial Group will determine and document the required eligibility before establishing the advisory relationship.
Acceptance as a client is subject to Wrice Financial Group’s review and the account-opening requirements of the applicable broker, Futures Commission Merchant, custodian, bank, or other financial institution.