Safe Bay Retirement Advisors

Overview

Safe Bay Retirement Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on retirement-centered planning and portfolio management for individuals, families and small-business owners. Its advisory offerings center on financial planning and discretionary portfolio management; clients are charged either a percentage of assets under management or fixed fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state or institutional pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives