SAFE Management, LLC utilizes FOLIOfn®, featuring its patented, state-of-the-art Folio trading capability, as well as execution, clearance and settlement services, which permits investors to create, buy, modify and sell portfolios across a variety of securities (such as those identified by StockDiagnostics) in a single transaction enabling the unique ability to own fractional shares.  Each of our funds allocation strategy, along with the technology of FOLIOfn® and StockDiagnostics™, believes it can realize the diversification of mutual funds without incurring the excessive fees associated with most funds.  FOLIOfn® is a company founded in 1998 by Steven Wallman, a former commissioner of the U.S. Securities and Exchange Commission who was widely recognized during his tenure for advocacy efforts on behalf of individual investors.

The FOLIOfn® trading platform allows us to invest our funds under management across a “basket” of securities with one trade execution.  It automatically determines investment amounts for each security based upon the percentage allocation SAFE Management specifies.  This allows us maximum flexibility, liquidity, and scalability for the funds we manage.