SAFE Management is a Registered Investment Advisory firm located in Colts Neck, New Jersey. Our advisory
services allow us to assess the individual needs of our clients and make portfolio investment recommendations
based upon those needs and the overall status of the markets.
Those who select our Advisory Services have an account established at either FOLIOfn or Scottrade. This account
is then managed by us on your behalf. You maintain electronic access to this account at times so you can view
balances, trade history and holdings. SAFE Management has selected these two prime brokers because of their
extremely low fees, extensive investment offerings, on-line execution and reporting capabilities. Depending
upon the clients portfolio recommendation, either Scottrade or FOLIOfn is selected based upon the specific needs of
the portfolio. For instance, the SAFE OFS (on-line financial sector) portfolio is managed on the Scottrade platform.
As we assess the global economic situation and its impact on the markets as a whole, SAFE Management works
closely with a variety of experts to design and offer conservative, defensive, or aggressive investment recommendations.
We believe each client should have a thorough understanding of their investment goals, strategies and
methodology. Too often, individuals invest their hard-earned capital and are not completely aware of their investment
holdings or their performance. Each of our managed accounts provides the investor with complete on-line access. Trades are executed in the account by SAFE Management and made based upon a pre-determined strategy for the individuals portfolio.
At SAFE Management we believe the following principles are key benefits for our investors:
- a commitment to low trading fees
- Access to all investment vehicles
- Recommendations based upon individual objectives
- Strategic portfolio recommendations based upon Industry Experts
While we do recommend certain strategies or portfolio allocation, we understand that you have current investments
that you would like to hold. We can bring these investments into your managed account and facilitate your
objectives for these investments.
We do not earn a commission on trades or the sales of certain securities. Our fee for managed account service is
2% annually. Our fees only grow when your account increases in value, which we believe aligns our objectives
with yours.
As we share identical objectives, we implement a plan that puts your investment capital to work for
you!
