| SAFE Funds |
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Other Investment Products |
15% Performance Fee
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Many “private” investment or “hedge funds” take performance fees ranging from 20% (standard) to as high as 50%
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“We” earn only when “you” do |
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Our performance fee ensures we earn only when you do. We deploy a “high water” mark on a monthly basis that allows us to collect our profit ONLY when we bring an investor ABOVE their highest account value. Many funds do not deploy a high water mark or they do it on an annual/quarterly basis. |
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We are Investors |
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As investors in our funds; we are committed to your investment success as well as our own. It is difficult to determine if other portfolio managers are investors due to privacy policies. |
Low Minimum Investment |
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We set the minimum investment amount to $10,000. (ten thousand dollars) for each of our funds. Most “private” funds require $100,000. or more before an investor can participate. We believe that a low minimum will allow most investors to test our funds methodology. |
Limited Margin/Leverage |
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While we maintain the ability to use “margin,” we do not utilize it as part of our core methodology. This is a significant difference over the leverage/margin positions deployed by the majority of “private” investment funds. Certain funds in our family are prohibited from using margin at all. |
Accept “Qualified” Funds |
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All our investment funds are able to accept “qualified” investments such as self-directed IRA’s, SEP, trusts and the like. These investments are made through a third party fiduciary or trustee. We currently use both FiServ and Sterling Trust for these services but can work with any trustee you choose. |
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| We welcome your inquiries regarding our family of funds. |
| click here to email your inquiry or call toll-free at (888) 514-7233 |