Updated March 18th, 2020
It is important that all investors understand the risks in various investment strategies and markets. This risk is extended beyond just the trading of a security but includes the risks associated with automation, operations, countries and government laws and systemic risk.
Managing risk is the primary task of professionals and individuals alike. To properly manage risk, one must understand the risks.
Our Disclosure Brochures outline the risks associated with the services we provide along with our background and history.
As a Registered Investment Advisor our risk brochure is called ADV II and it is updated and filed with FINRA on an ongoing basis. You may view it here: ADV 2 Brochure
As a Commodity Trading Advisor our risk brochure is called CTA Disclosure Brochure and you may view it here: CTA Disclosure Brochure
S.A.F.E. Management LLC is a Registered Investment Advisor with the State of New Jersey, CRD: 289102. S.A.F.E. Management LLC is also an NFA member carrying the CTA (Commodity Trading Advisor) and CPO (Commodity Pool Operator) designations. All disclosure information is available on this website and can be verified by visiting the specified FINRA Broker Check and NFA Basic links. S.A.F.E. Management LLC is a wholly owned subsidiary of Investview Inc., a publicly traded company symbol: INVU. (investview.com)
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