Stein Investment Management

Trading Phoenix

Minimum Investment
$ 20,000
Management Fee 2.00%
Performance Fee 20.00%


Boris Stein has traded futures, stocks, and options for 20 years. He graduated from Minsk University with dual Masters Degree in Physics and Computer Science. After working as a Chief Information Officer for a major commercial company for many years, Mr. Stein focused his interests on the emerging commodity market and became one of the first foreign currency traders in newly independent State of Belarus. Upon arrival to USA, Mr. Stein established himself as a successful businessmen and computer engineer through the ownership of two profitable companies and lucrative contracts in information systems industry. He used his solid mathematical background, strong analytical skills, and extensive knowledge of markets and scientific methods of research to pioneer new technical trading ideas and systems as well as innovative approaches to asset management. Mr. Stein left his successful computer consulting business in 2004 to form his commodity advisor firm, Stein Investment Management LLC (SIM), which is currently registered as a CTA and an NFA member. Mr. Stein won 2nd place in the Futures Division of the World Cup Trading Championship 2006, organized by Robbins Trading Company, trading with real money. SIM’s managed futures program Trading Edge was listed in Top 5 CTA Programs under $10mm AUM (Futures Magazine: April 2007, April 2009, August 2011, December 2011), and won 69 BarclayHedge's Performance Awards and 10 Morgan Hedge Awards, including 3rd place for the year 2010, and 5th place for the year 2011. Mr. Stein has published articles and was featured in numerous industry publications in USA and UK, including: Traders World, FINalternatives, FutureSource, Technical Analyst, Futures & Options Trader, Active Trader. As president, director, and sole principal of SIM, Mr. Stein is responsible for all trading decisions as well as the day-to-day operations of SIM.