Libra

Ways to Invest with Libra

Libra-managed strategies can be accessed through two investment structures, depending on your needs and eligibility:

Segregated Managed Accounts

A portfolio managed directly in the client’s own account.

Your account, your assets
The client opens a brokerage account in their own name at an approved third-party custodian. The custodian holds the assets, processes deposits and withdrawals, and provides account statements directly to the client.
How Libra manages your portfolio
Under a written advisory agreement, Libra receives limited authority to manage the portfolio within the agreed investment mandate. The client retains ownership and control of the account, while Libra manages investment selection, portfolio allocation and risk.
How your portfolio may be invested
Depending on the client’s objectives, risk profile and account permissions, the portfolio may combine long-term investments in U.S.-listed ETFs and selected equities with rules-based futures strategies across highly liquid markets.

Investment note

Access a Libra-managed strategy through an investment security.

How you access the strategy
If you are an eligible investor, you may access Libra-managed strategies through investment notes issued by independent third parties. Where permitted and supported by your financial institution, a note may be purchased and held through an existing bank or investment account.
What you own
You own the investment note rather than a segregated underlying portfolio account. Libra acts as portfolio manager of the referenced strategy but is not the issuer, custodian, distributor or guarantor.
What to consider
Availability, eligibility, valuation, liquidity, fees and risks are governed by each note’s final offering documents.