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SERVICES

SAFE Management LLC (“SAFE” or “Advisor”) is a Registered Investment Advisor with the U.S. Securities and Exchange Commission, which is organized as a Limited Liability Company (LLC) under the laws of the state of New Jersey. SAFE Management LLC was founded in 2006 and is a wholly owned subsidiary of Investview Inc. (a publicly traded company listed with the symbol OTCQB: INVU.) It is operated by Annette Raynor, the Managing Member, Compliance Officer and Investment Registered Advisor Representative with the individual CRD number of: 5167290.


Our goal is to provide the necessary global market information to both institutional and individual clients. As a firm that believes in the application of emerging technologies to the financial markets, we feel strongly about being able to offer Clients of all levels of net worth a dynamic investment solution that can help them excel.


Advisory Services Offered


SAFE, through its RIA, includes the following investment vehicles in its analysis, research and potential recommendations: U.S. equities, options, index options, exchange traded funds, and emerging instruments such as weekly options and emerging asset classes.


SAFE also provides self-directed individuals access to investment advisory services via automated information collection and analysis. Individual advisory services provided via our automated portal is provided according to our fee schedule and provides individuals an understanding and access to the world of foreign exchange, index options, exchange traded funds (ETF’s) and emerging financial instruments including binary options and crypto currency markets. With regard to its CTA operations, SAFE serves the needs of investors seeking asset advisory and management services in the Off-Exchange Retail Foreign Exchange markets (“Forex” or “FX”). This market is also known and/or referred to as the Over the Counter (“OTC”) Spot or Cash Forex market.


SAFE is an alternative asset manager for individual and institutional investors in the Forex market through its use of global Forex trading strategies.

•  Our fees are 2% of AUM (assets under management) annually, prorated and billed quarterly.

•  Certain trading strategies include a performance fee.

•  Fees for direct clients are at the discretion of SAFE Management.