Safe Money Inc.

Overview

Safe Money Inc. is a small, fee-based advisory and brokerage operation that combines portfolio management for individuals and small businesses with real estate brokerage activity. The firm targets a mixed client base of individual and family clients as well as a limited number of institutional relationships. Investment activity centers on liquid, exchange-traded securities for the bulk of client portfolios, with real estate exposure handled through third-party managers or direct brokerage channels. The firm charges clients on a percentage-of-assets-under-management basis and does not position itself as an ESG specialist. Strategically, Safe Money Inc. appears to run equity-heavy portfolios with a core focus on exchange-traded instruments, supplemented by mutual funds and annuity products to meet income or guaranteed-return needs. Its classification as an individually owned, unclassified adviser suggests a compact organizational structure that serves a small set of higher-net-worth households and accounts.

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Public Holdings

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Location & Offices