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Welcome to the SAFE OFS portfolio offered by SAFE Management, LLC (IARD)
SAFE Management, LLC is a Registered Investment Advisory firm that has agreed to offer clients the SAFEOFS portfolio.  The SAFEOFS portfolio is an investment strategy recommended to provide an alternative to mutual funds in what may be a bear market for years to come.
A Recommendation for the Current State of the Economy
Michael Markowski, who is the founder of several financial information web sites www.stockdiagnostics.com, www.onlinefinancialsector.com, www.bearmarketnavigator.com, www.MichaelontheMoney.com and writer of articles and a blog for Equities Magazine has recommended a very specific strategy designed to help his readers and followers to navigate the new secular bear market.  He believes that the secular bear began on October 9, 2007, which is the day that the Dow Jones Industrial Average and the S&P 500 hit their all time peaks. 

To preserve capital and still take advantage of strong growth sectors that stand to benefit from the global financial crisis, Michael has been recommending a portfolio that consists of:

  - 80% in short term government backed bonds such as T-bills
- 20% in companies that are in the “online financial education and services industry”

There is little doubt that the global financial crisis has significantly increased the need or demand for financial information via Television and the Internet.  CNBC viewership is up more than 100% in 2008 versus 2007.  Of the 216 industries that Michael Markowski follows, the on-line financial information and online investor education industries are the only ones that are poised for significant growth because of the global financial crisis. 

It is Michael’s belief that millions of individuals who are nearing retirement will actively seek information and knowledge in order to protect their hard earned monies and retirement funds.  Companies that provide online investor education, proprietary financial information and tools will reap the rewards from a global economy, which has become increasingly volatile.

The SAFE OFS portfolio is likely to maintain the current preservation of capital strategy of maintaining 80% in US treasury bills and 20% equities in the online financial sector for at least the next several months.  Should Mr. Markowski recommend a change in weightings or recommend additional investments the SAFEOFS portfolios will reflect those changes.
 
 
 
For more information please contact us toll-free 1-888-514-SAFE (7233)


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