Risk Management Profiles
The presentations below were a few strategies, originally created for my money. They are dated but useful. Their purpose is to demonstrate an integrated due diligence process. You can download information from a database of over 850 programs at SafeMoneyMetrics™ CTA reports. The site is always current and free.
POINT: We have access to just about any advisor in the industry. We develop each investment with each client. If you want investments that we prefer to avoid, we will cheerfully refer you to someone that would make you happier that we can.
Once you decide to invest, we determine the method of investment and present you with the appropriate disclosure document. You can choose managed accounts or limited risk partnerships.
Next to the title of each strategy are links to the respective description, due diligence, SafeMoneyMetrics™ analysis, primary clearing relationship and request for the appropriate disclosure document. The primary clearing relationship link stands for the trader's relationship because it may represent higher quality services and commission rates for our clients. When you need us, we are here. MJ 212-777-3862
Stock Index Option Spreads ($20,000 and up)
Due Diligence Presentation Managed Account Request SafeMoneyMetrics™ Report Limited Partnership Request Primary Clearing Relationship
S&P 500 Option Writing and Spreads ($50,000 and up)
Due Diligence Presentation Managed Account Request SafeMoneyMetrics™ Report Limited Partnership Request Primary Clearing Relationship
Stock Index Options and Futures ($120,000 $60,000 Funding)
Due Diligence Presentation Managed Account Request SafeMoneyMetrics™ Report Limited Partnership Request Primary Clearing Relationship
