 Who is WCD Fund, LLC.?
WCD Fund is a Wyoming LLC, who’s Managing Member is Centurion Investment Strategies, LLC (CIS) an Arizona Limited Liability Company. CIS also serves as the General Partner for the WCD Fund, LP. The General Partner administers the fund and is responsible for its operation. The duties, obligations and responsibilities of the General Partner are outlined in detail in the limited partnership agreement and Private Placement Memorandum (PPM) for the WCD Fund, LP.
How long must my money stay in the fund before I can close my account or withdraw all of the funds?
WCD Fund, LP has a short 6 month initial lock up period. After 6 months, you’re free to withdraw some or all of your funds if desired. If you have an IRA account, you will need to send any and all withdrawal requests to Millennium Trust as the trustee for your IRA. If you have a cash account, you can forward your request to the General Partner, Centurion Investments Strategies, LLC at info@wcdfund.com.
How do I know if my IRA is eligible?
If you have any questions about eligibility you can speak to one of our highly trained Account Executives or directly to the IRA Trustee and can be accessed online at www.mtrustcompany.com
How do I know what my investment return or account balance is?
If you have a cash account with us, you will be able to login to our website and see quarterly performance reports. Our performance reports were designed to be comprehensive yet easy to understand. In addition to receiving a quarterly performance reporting packet, you may also just check the balance of your account online as often as you like.
If you have an IRA account with us, your quarterly performance report will be send to Millennium Trust as your IRA Trustee and they will update your Millennium trust account statement. You can access your account and statements online also at www.MTrustcompany.com
Can I roll my 401k to an IRA?
Most 401k funds can be rolled over into a Traditional or Roth IRA’s that WCD Fund can accept. For the specific information on your 401k and rollover options, you will need to contact your plan administrator and contact Millennium Trust Company for the correct forms for this type of conversion. www.mtrustcompany.com
What is the minimum investment?
Minimum investment is $50,000 USD per account. Clients may have a Traditional IRA account and ROTH IRA and cash account all if desired. Please check with your tax advisor for the tax implications of these different types of IRA accounts.
If you do not meet the $50,000 USD investment minimum for the WCD Fund, you may contact info@wcdfund.com and one of our associates may be able to lead you in a direction that may help you with lower amounts.
What will the market do tomorrow, next month, or next year?
It will change. We don’t know in what direction nor does anyone else. If an investment professional tells you they know what the market is going to do next year, turn the other way and run for your life! A cautious investor will employ long-term strategies with a proven track record across complete market cycles. One of the greatest attributes of successful investing is discipline. The ability to survive the ups and downs of a complete market cycle while maintaining a long-term focus is the most important characteristic of a successful investor. What direction the stock market will move tomorrow is somewhat irrelevant. A better question would be… “Are you aware of and comfortable with the overall risk of your portfolio?”
What fees do I pay?
WCD Fund, LP DOES NOT charge any account fees of any kind. No setup or account origination fees. Only a $25 wire fee for Outgoing or Incoming wires. **WCD Fund LP is NOT responsible for any charges that Millennium Trust or your financial institution may charge for wires or other activities.**
Millennium Trust DOES charge fees to be the custodian of your IRA account. Their fee schedule is published on their website at http://www.mtrustcompany.com/pdf/forms/Self_Directed_IRA_Fee_Schedule.pdf
What is an IRA rollover and how does it work?
First, let’s talk about terminology. An IRA Rollover and Rollover IRA are often used as interchangeable terms. For the purpose of this discussion, we will use IRA Rollover. One of the most common purposes for an IRA Rollover is to maintain the favorable tax status of the dollars you have accumulated in your former employer’s 401K. Rolling over your dollars from your 401K to an IRA Rollover is a simple process, but it can have serious tax implications if you are not careful. The IRS allows you to keep benefiting from the deferred tax status of your 401K account after your employment has terminated. Generally speaking, the most effective way of doing this is to rollover your 401K to an IRA Rollover. You will first need to establish an IRA Rollover account at a qualified financial institution. Next, you will need to obtain and complete the necessary paperwork from your prior employer that will instruct them to rollover your 401K to an IRA Rollover. We recommend that you instruct your former employer to direct the custodian of your 401K to transfer the assets directly to the custodian of your IRA Rollover. Although the IRS allows you to handle these funds directly as part of the rollover process if certain time restrictions are met, we do not recommend you take control of these funds personally if it can be avoided.
The operations of moving dollars from your 401K to an IRA Rollover are important for tax reasons. A second consideration, however, is how the new IRA Rollover will be invested. No matter how large or small your Rollover IRA may be, these assets are earmarked for retirement. Even if you are young and have many years until you will draw upon these dollars, it may not always be in your best interest to be ultra aggressive with your IRA Rollover. While it’s true that younger investors have a longer time to recover from investment losses, some younger investors have a low tolerance for risk. Remember, it takes a lot more than a 50% gain to make up for a 50% loss.
How is investing in the Worlds Foreign Currency Markets different from traditional securities like Mutual Funds and trading Stocks?
First of all, the main difference between how WCD Fund invests compared with traditional cash accounts, IRA’s and Savings Funds is that WCD Fund is an actively traded fund rather than a Buy and Hold Fund. You see, the Buy and Hold strategy works on occasion but in these turbulent times there needs to be a more aligned and strategic plan to move with the volatility of the worlds market events. By securing a portion of your retirement portfolio with WCD Fund you’re ensuring what you will have in the years ahead.
We offer no wild unbelievable returns that for most are just gambling, no, we simply offer a safe, secure above average return that compounds quicker due to the quarterly fixed rates. Our fund is invested by and contracted through some of the leading investment banking institutions in the world today allowing the WCD Fund to be streamlined without all the nickel and dime fees of the middleman and share a larger amount of its returns with the client. *
Foreign currency trading is different in the sense that there are trading opportunities in both directions, long and short and the high degree of leverage is rarely available outside the Foreign Exchange community.*
What are the risks in investing in the Worlds Foreign Currency Markets?
There are risks in any type of investing, but when done correctly these risks can be controlled allowing a forecasted return for positions and currency exchanges. The investors at WCD Fund do not trade with retail brokers but rather directly with the major banks of the world at a wholesale level with every position hedged and the outcome predetermined prior to the entering or the execution of any such position. The risks can be high but also controllable. Foreign currency traders around the world are opposing against other Foreign currency traders, banks, and institutional traders who are seeking the same potential rewards from their own trading activities. One benefit to using multiple banks is that it provide an edge in execution and complete privacy of our positions. But remember, Foreign currency investing is speculative and any capital used should be risk capital.
How do I open an account with WCD?
Opening an account is very easy.
CASH ACCOUTNS: For cash accounts the WCD Fund, LP Limited Partnership Agreement and Private Placement Memorandum (PPM) are required. These two documents will be emailed or mailed to you by your WCD Fund Investment advisor. Upon receipt please read and initial all pages of both documents. Both documents also require notarized signatures. Most banks will have notary services available to the general public. Upon completion and signatures, these two documents should be returned to our West Coast office of WCD Fund, LP at 7702 E. Doubletree Ranch Rd Suite #300, Scottsdale, AZ 85258
IRA ACCOUNTS: IRA Accounts must be opened through our IRA partner, Millennium Trust Company. For each type of IRA accent there are separate forms. Your WCD Fund Investment advisor will forward you the WCD Fund Limited Partnership agreement and Private Placement Memorandum (PPM). These will need to be competed in the same manner as a cash account but will need to be sent to Millennium Trust along with all of the required Millennium Trust documents. Millennium Trust documents can be at obtained from http://www.mtrustcompany.com/forms/IRA_Forms.asp
Once there, simply answer the questions posed and the proper forms will be brought up for you. These forms are in Adobe Acrobat format and can be completed right on your computer and then printed and signed. **Several Millennium Trust forms will require special notarization. PLEASE pay close attention to all signature requirements.** Upon completion, all Millennium Trust forms AND ALL WCD Fund forms should be sent to Millennium Trust and as Trustee they will forward the proper forms to us. If you have any questions regarding Millennium Trust forms you can reach their alternative investment department at toll free 800-258-7878.
Who do I deposit my money with?
For Cash accounts a Wire Instructions form will be included in your document package. This will include wire information for WCD Funds receiving account. Within 48 hours of receipt of your wire, an email confirmation will be sent to your identified email account. Your funds will be transferred to the WCD Fund trading account with 24 business hours of receipt.
For IRA accounts, you will be required to send your funds to Millennium Trust Company as your IRA Trustee. Upon receipt of all required documents, Millennium Trust will wire your funds to the WCD Fund receiving account. Within 48 hours of receipt of your wire, an email confirmation will be sent to your identified email account. Your funds will be transferred to the WCD Fund trading account with 24 hours of receipt.
What can I expect in returns on my investment?
WCD Funds Goal is to pays out the first 3% to the client for fixed rate Goal of 3% per quarter. (or 12.55% APR if all returns are compounded) Returns are paid in accordance to the provisions in the WCD Fund Limited Partnership Agreement and Private Placement Memorandum (PPM). Please read all investment disclosures and procedures.
What percent of my account will be at risk during open trades?
The Leverage/Margin combination we use is approximately three percent (3%) @ 25:1 in the "Multi" system and ten percent (10%) to twelve percent (12%) @ 50:1 in the "Flex" system. Please note: This elevated degree of leverage can lead to outsized losses as well as gains.
CONTACT US
1-866-620-0502
West Coast Addresses
WCD Fund LLC
1406 Hugur Ave
Cheyenne, WY 82001 USA
WCD Fund LLC
7702 E. Doubletree Ranch Rd.
Suite #300
Scottsdale AZ, 85258
United States
East Coast Address
WCD Fund LLC
One Freedom Square
11951 Freedom Drive
13th Floor
Reston, Virginia 20190
United States |
