Safewater Investment Management LLC

Overview

Safewater Investment Management LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges a combination of a percentage of assets under management and hourly fees, and it manages portfolios with a clear tilt toward publicly traded equities. Safewater presents as a hands-on, discretionary manager rather than a capital allocator; its key activity is constructing and managing client portfolios rather than running multi-manager platforms. Investment approach emphasizes liquid equity exposure through exchange-traded securities and pooled products, supplemented by third-party mutual funds and selective allocations to real estate-focused alternative managers. The firm is not positioned as an ESG specialist and operates from a single-office footprint, serving a concentrated client base rather than a broad multi-state network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices