Willow Oak Advisory owes a tremendous amount of its successful to the strategic partnerships it has formed over the years.
This ranges from Financial Advisors, to traders, to programmers and everything in between. See how you could join Willow Oak Advisory on its journey.
The majority of the partners we work with are those who use our portfolio as part of their wider offering to their clients. This can be done either as a White Label solution or directly with Willow Oak Advisory.
Part of the Ubique portfolio's success is its variety of investment strategies being deployed. To that end, if you believe you have a strategy you would like to be considered, find out what our pre-requisits are and how our remuneration works.
If you are looking at becoming a partner of Willow Oak but are not an introducing broker nor a trader or investment strategist, then feel free to get in contact with us via email.
Willow Oak Advisory works with a global network of Introducing Brokers who marry up our portfolio with their clients. This can be done in many ways from making simple introductions to full White Labeling Solutions. As every financial advisor, wealth manager, and fund allocator work in a different way, we try to ensure we are able to adjust to each.
Do you have an investment strategy which you believe could benefit the Ubique Portfolio, either through capital growth, risk diversification or simply a hedge, then we want to know about it! Our vetting process is rigorous as we only want to allow the very best ideas near working capital, but that isn't to say it is impossible.
Before you do give us a shout, please take a moment to read through the basic prerequisites below.
100% Systematic approach with no discretionary elements involved
Back tested for at least 5 years
Forward tested for at least 5 years
Drawdown no higher than 25%
Instruments traded are non-restrictive
There are many other checks which we will perform as well as live testing before being introduced to the portfolio, however, the above is a good filter to remove the sort of strategies we do not want.
Once reviewed, tested, proven and adopted, remuneration is done on a profit share basis. The specifics of which are negotiated on a case-by-case basis depending on the merits of each strategy and the value it brings to the portfolio as a whole. We strongly believe that in working together with smart people we can produce a long-lasting product which will outperform the metrics and benchmarks it goes up against. Because of this, we do treat all our partners fairly and bring them in to the Willow Oak Advisory family.
If you reckon your system has what it takes, then fill in the form below and a member of senior management will be in touch to discuss further.
Interested in learning more about how technical analysis works, or how to build and test systematic strategies? At request, we have put together a non-exhaustive list of books which we feel cuts through the crap and gives genuine insight into how the markets operate.