Safe Money Inc.

Overview

Safe Money Inc. is a privately owned corporate advisory firm that combines portfolio management for individuals and small businesses with real estate brokerage activity. The firm serves both individual & family clients and institutional clients and charges fees as a percentage of assets under management. Safe Money Inc. does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The firm’s advisory scope centers on managing discretionary portfolios for a small client base while also engaging in real estate transactions. That dual role—portfolio management plus real estate brokerage—suggests the firm blends traditional liquid asset management with real estate exposure sourced either directly or via third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives