The most important asset in your financial portfolio is your advisor. You trust them to help you plan for your future and reach long-term goals. But, how do you know whether your advisor is a good investment?
GradeMyAdvisor provides clear, unbiased insight into your portfolio’s performance. Using the same analytical tools major investment houses rely on to judge their investment managers, GMA delivers a comprehensive, easy-to-read report that grades your advisor’s investment skill. Our analysis will help you determine whether your advisor is worth their fees.
Your custom report like a diagnostic check-up for your portfolio. If everything looks good, you'll have peace of mind that your portfolio is well-maintained. If there are red flags, you'll know that you and your advisor need to make some changes.
Results are adjusted for risk so your grade is not affected by the level of risk you've set in your portfolio. It's also completely private; your advisor will never be notified and your results are accessible only by you.
Your portfolio information is securely connected to our proprietary database
Receive a grade (A thru D) and details about your advisor's performance
See if your portfolio is optimized to the risk-level you agreed to with your advisor
Security is a top priority. At GMA, we use the same security protocols as the major banks. Your information is always secure and private.
Data is protected by DigiCert, using 256-bit data encryption along with 2048-bit root certificates.
We require read-only access to your portfolio data for the exclusive purpose of analysis. Your data, funds, and subsequent report are private and viewable only by you.
Data is protected 24/7/365 and safeguarded by ongoing cyber and video monitoring, augmented by physical inspection with alerts to any attempts to access it.
You’ve worked hard for what you have. As portfolio analysts, our goal is to empower you to make smarter, safer, and more successful investments. In an industry cloaked in smoke and mirrors, we aim to increase investor transparency as never before and help you and your advisor secure your financial future.
We don’t have friends on Wall Street, nor do we want any. We provide impartial evaluations of advisor performance in order to give investors like you the data you need to control your financial destiny.