Some investors have dual investment objectives: to profit from a rising and/or declining market, and not be restricted to being fully long and/or short at all times. Lang's Short-Biased IRA Managed Accounts product is designed to meet these goals.

The brokerage community prohibits selling short individual securities in an IRA. However, we are able to achieve short equity exposure utilizing the Rydex Family of Funds; specifically, the Rydex Ursa Fund which is the inverse of the S & P 500 and the Rydex Arktos Fund which is the inverse of the Nasdaq 100. The Short-Biased IRA Managed Accounts have the flexibility to capitalize on up and down market conditions with the ability to raise cash to neutralize a portfolio or purchase stocks for long exposure to the market.

Each account is set up in your own name, as opposed to being "pooled". This eliminates the main (and valid) criticism of hedge funds: lack of transparency. With our IRA product, you may access your account online daily with the custodian. In addition, you may redeem at any time, as opposed to a quarterly or annual limitation. Finally, our minimum account size requirement of $100,000. is much lower than most hedge funds.

The Short-Biased IRA returns are approximately two thirds of our Short-Biased Managed Accounts returns because we retain higher cash positions. We do this to preclude the use of any leverage due to the more conservative nature of IRA's.

Consultants are increasingly recommending this asset class, similar to their endorsement of international equities as a diversification measure about a decade ago.

For additional information and fee schedule click on Getting Started.