SAFE Management, LLC is a Registered Investment Advisor (RIA) in the state of New Jersey. Our approach to our clients is unique in that we offer investment products and advisory services that are created and managed by our team of professionals. We do not work for a brokerage firm and do not receive compensation for recommending the products of others. We are paid by our clients for the work we do on their behalf.

Our investment products fall into three categories:

Individual Advisory Services

Private Investment Funds

Select Alternative Investments

We urge our clients to take an active role in their investments. However, we also recognize that many of our clients are professionals in other fields who do not have the time to dedicate to this task. SAFE Management takes a collaborative approach to meeting your investment needs. Clients who select our individual advisory services can have a customized portfolio based upon their objectives or they may select from one of our Industry Analyst portfolios.

We are a small boutique firm that caters to each of our clients. We know each of you do not fall into the pre-determined matrix most advisors place you in. We urge you to contact us so that you can experience dedicated, collaborative advisors who work only for you.