OneStream Capital manages its clients’ investment accounts with complete transparency.
 

The participation in our investment programs of separately managed accounts is straightforward:

1. Open and fund your investment account with a thirty-party brokerage firm;  

2. Review the OSC Disclosure Document and select OSC program(s) that align with your risk preference;

3. Sign the OSC Managed Account Agreement and grant OSC discretionary trading authority to get started.

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Once enrolled in our investment programs,  you will have

• Total control over your fund transfer in and out of your brokerage account at any time;

• Real-time access to your account information, including investment positions and trade records;

• Detailed daily, monthly, and annual reports covering all account activities and investment performance;

• Direct access to our management team to address any investment questions or concerns at your convenience.

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