"When we live by faith:  God's will is our guide;  His promises are our assurance;   His presence is our comfort;   His word is our victory;   His power is our strength and His approval is our motivation and reward." Charles Stanley http://www.intouch.org

To Start

On the menu click CTA Search. Click any advisor name for more detail on that advisor. To Order a Report Register a free account first. Then you can check any advisor name and reports are downloaded into your personal account.

One CTA at a time can be selected by name, account size, or sector and the corresponding SafeMoneyMetrics™ Rankings. 

The advisors minimum account size, minimum funding level **** and maximum margin to equity are used to graphically display a "process of returns" or how one account fluctuated from its' starting value. Learn how risk increased or decreased over variable market conditions. Compare advisor performance using SafeMoneyMetrics™ Indexes as a benchmark or by using Net and Funding Level averages created from the monthly advisor rankings.

**** Many advisors do not report minimum funding levels to the data bases. When left unreported, we use a default value of 75%. Using a default value claims that the advisor does not take notional funding, which is probably inaccurate. The advisor search process defines if a default value  is used for a particular advisor as does each report. You can contact the advisor, ask them to provide an accurate minimum funding level and we will reproduce any report.    

Why SafeMoneyMetrics™ Indexes and Advisor Rankings are superior for benchmarking is described in their respective definition documents below. SafeMoneyMetrics™ is a self contained world of superior risk management. It can be applied to any managed futures or high leveraged investment.

Enjoy and Stay Eternally Well
Marlee-Jo Jacobson/founder
mj@safemoneymetrics.com
212-777-3862

A SafeMoneyMetrics™ Guide
A Managed Account Guide
A Standards for Evaluation Guide