HEDGE FUNDS & INVESTMENT MANAGEMENT BUSINESSES
Investment Management Business Services from GreenTraderFunds

GreenTraderFunds offers many services needed to launch a successful investment management business at a low price. The biggest savings and values come when clients get started with us at the earliest stages of their plans.

We focus on start-up, incubator and smaller hedge funds and their investment advisers. Our professionals understand their needs better than most and we design our services around those 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.

We can help you launch a successful investment-management business:

Several important tax and financial-reform changes are in various phases of development and negotiation in Congress and the administration. Many will directly impact investment management businesses, including the repeal of carried-interest tax breaks, a potential financial-transaction tax, new registration and reform rules (such as leverage reductions, position limits, the Volcker Rule, and more). Robert A. Green is a leading writer and speaker on these developments as you can see from his blog, conference call/podcasts, speaking engagements, videos and writing.

Consulting on business, registration, accounting, tax and compliance: As you conceive your money management and/or hedge fund business plans, consult with Robert A. Green, CPA (and our other professionals) about your plans. We will discuss the regulatory and registration rules and address development, tax, accounting, reporting, and business strategies. Our focus is on your long-term success. We like the step-by-(successful)-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 developing 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 experience and expertise in these areas.

Incubator (start-up) funds: A GreenTraderFunds incubator fund is the least expensive and most flexible hedge fund business plan around! You can form your incubator fund with our outside law firm for around $3,000 to $4,000.

Then begin generating an attractive performance record now and complete the setup of a hedge fund (Phase II) that can be offered to others when the fund is already a proven success. GreenTraderFunds can handle the preparation of your annual income tax return filings for a very reasonable cost.

Tax Preparation and Planning: Hedge funds need to provide investors with annual income tax reports, Form K-1 tax reports along with complex tax instructions. Our highly experienced CPAs prepare the tax returns for hedge fund(s), management companies and individuals. GreenTraderTax is a leading CPA firm for traders, funds and advisers throughout the U.S. and we know every state very well. If your fund qualifies for trader tax status, we can deliver trader tax breaks, which your investors will appreciate. Use our professionals to conceive and structure the best tax plans for your fund, get them incorporated into the fund documents, and then use our CPAs to execute those plans during tax preparation. Using different professionals for these jobs (without our coordination) may allow tax benefits to fall through the cracks. Our seamless approach works best. Learn more here.

Our network of outside professionals handles your other needs:

Development: We can be very involved in the development process. GreenTraderFunds has alliances with a few select U.S. and offshore law firms; each of whom has professionals who are highly experienced in providing legal services to investment management businesses (in the U.S. and abroad).

ADVERTISING
We recommend the Investment Law Group of Gillett Walker, LLP for our clients' legal needs; including the development and ongoing compliance for an investment management business. Please join our weekly conference calls to meet Brent Gillett, JD, who is often co-hosts with Robert Green.

GreenTraderFunds (and previously GreenTraderLaw, PLLC) has successfully developed and formed close to 400 hedge funds since launching this practice area in 2000 to complement our leadership in the trader tax marketplace.

Count on GreenTraderFunds to negotiate low pricing from our outside law firm alliance partners and to ensure the attorneys provide great customer service and work product. We act as your liaison in this regard and we make sure the attorneys are on the same page with our tax, accounting and business strategies.

Accounting and administration: Every hedge fund needs to prepare NAV (Net Asset Value) and other accounting reports for their investors, as often as monthly and at a minimum annually. We offer a good choice of service providers, some that have worked at GreenTraderFunds before and others affiliated with TheInvestmentLawGroup.com, the attorneys who handle development.

Audit: Because we are very involved with our clients in development, tax and business matters, our attorneys refer our clients to independent outside audit firms.

Compliance and operations: Most hedge funds need a compliance manual and our network of professionals has the experience and capability to set up your compliance program and help execute it efficiently and effectively. It's not just intended to satisfy the regulators; it's intended to protect you and your investors. Our network can also help with marketing, operations, human resources, internal controls and much more. Many of our clients are very small one or few person businesses, and they really appreciate using GreenTraderFunds for all their professional services. Our prices are great and our value is high!

Bottom Line

Start-ups, incubator funds, smaller hedge funds and new investment advisers may have big needs, but they also have smaller pocket books (preferring to safeguard their funds for trading capital). Leading service providers to larger hedge funds simply charge way too much and they don't match up well with smaller entrepreneurs. As we proved with small business traders and managers since our inception in 1983, we are the opposite. Our entire company, affiliate network, and offerings are designed for the special needs of traders and adviser entrepreneurs. As attested by media interviews, articles, and customer testimonials, we have the most highly regarded professionals on our roster. By specializing in hedge funds, advisers and traders, our group is able to lead the industry in ideas and strategies, design best practices and tools, and pass on those values and savings to our customers. Caring for our customers' many needs over the long-term outweighs any single project and profits.

Please call us sooon or e-mail us at hedgefunds@greencompany.com. We hope you give GreenTraderFunds an opportunity to be part of your success in a hedge fund business. For tax matters, GreenTraderFunds we will reply right away. For development, accounting, audit and compliance matters, Brent Gillett JD of TheInvestmentLawGroup.com will reply.

Ready to get started? Purchase a consultation with us here.

We look forward to working with you soon.

Sincerely,
Robert A. Green, CEO
GreenTraderFunds