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Award page

Items you need to improve and protect your FCM or IB...

1.   Very important and useful forms and letters for different applications for the FCM and the Introducing Broker.  Visit our "forms" page.

From Jonathan Matte of Defender Capital Management, Inc.

This is a review of a service or product that I have used. My review reflects my own experiences, which may or may not be consistent with the experiences of others. If you find factual errors in my review, email me with specifics immediately. Thanks.

PROVIDER: Investment Reference
PRODUCT/SERVICE: Consultation and assistance for brokers and others
WHERE?: http://www.irfutures.com/
RATING: 5 fish

Investment Reference will get as many fish as I can give away. On a scale... never mind... of zero to 1000 fish, the company is batting 1000.

The company offers services to brokers and brokerages. Unless you're considering joining the business as a broker or starting a brokerage, CTA or CPO of your own, you probably won't have a reason to use Investment Reference. But if you do fall into one of those categories, you're in good hands there.

The company provides a Series 3 test prep class, which includes a two day weekend classroom session plus two large and comprehensive volumes of test questions that are nearly or exactly the same as those found on the actual Series 3 test. IR also provides help in setting up CTA disclosure documents, NFA-style compliance audits to catch problems before the NFA does, help with the bureaucracy of setting up an IB, FCM, CTA or CPO, and is a resource for information on just about any aspect of the business.

The company is run by (and services are provided by) Dennis Stahr, who is an absolute gem. He combines years of experience in different aspects of the futures business with a shrewd perception, a very sensitive B.S. filter, and an excellent sense of humor. I took his Series 3 prep class, and actually enjoyed sitting in his classroom for two days. Anyone who has known me for a long time knows how unusual this is; normally, I HATE to sit at a desk and be spoon-fed information at somebody else's pace. I've had occasional contact with him beyond the class, and have found his advice and assistance to be timely, invaluable and on-target. I don't think I could have gotten Defender Capital off the ground with anywhere near the speed and confidence that I experienced if I hadn't had his help.

If you have any business needs or questions, Investment Reference is THE place to go for help.

Thanks for reading.

Jonathan Matte of Defender Capital Management, Inc., has done several reviews, and is well represented on the news groups involving investments. He has answered many questions for potential investors, and has other claims to fame that you can check out at his site by clicking on his name.  Even as he contemplated entering the business he gave me a real run for my money with questions of legalities and ethics.   You can find one of his letters in the FAQs to 6-30-97 page; search on Jonathan.  He is a good representative for the business, and thank him for the kind words.   I know, I know, enough with the pats-on-the-back!

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THERE IS RISK OF LOSS IN TRADING FUTURES...  LOTS OF IT!!

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Last modified: April 05, 2008