Our core investment methodology is based upon a suite of proprietary software algorithms that evaluates the relationship between “operational cash flow,” revenue growth and earnings for every publicly traded company. This software is not proprietary to SAFE Management, but is deployed in the creation of our portfolio products. 

Based upon Graham’s principles of “value” investing combined with the power of technology, we can evaluate thousands of companies and their fundamental health. This investment analysis is key to each of our portfolios and is used to evaluate and compare investment objectives with key performance data.

The “human” element then goes to work through the efforts of our Portfolio Manager, Mr. Edward F. Hosinger, CFA since 1969. A long standing advocate of cash flow versus earnings, Ed applies his assessment of daily market conditions to select ETF’s that seek to take advantage of short term market movement.