Safe trust center
We believe transparency builds trust. Our dedication to openness and clarity empowers you to make informed financial decisions with confidence. We always ask for permission, not for forgiveness, ensuring your peace of mind every step of the way.
Core values
Since our inception, Safe has consistently delivered exceptional investment solutions with excellence. Our commitment is grounded in six core values that guide everything we do.
- Do the right thing1
We uphold the highest ethical standards, ensuring integrity and accountability in all our actions and decisions. Our commitment to doing the right thing guides us in every aspect of our work, from our relationships with clients to our interactions with the broader community.
- Put clients first2
Our clients' success is our top priority. We are dedicated to providing personalized solutions and exceptional service to help them achieve their financial goals. By understanding their unique needs and circumstances, we build lasting relationships based on trust, transparency, and mutual respect.
- Lead with exceptional ideas3
Safe leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. We continuously strive to generate innovative ideas and solutions that drive value for our clients and contribute to the broader financial ecosystem.
- Commit to diversity and inclusion4
Safe is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. We believe that diverse perspectives foster innovation and that an inclusive environment empowers our employees to thrive and succeed.
- Invest in technological innovation5
As a global investment firm, Safe is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Our focus on technology enables us to stay ahead of industry trends, enhance operational efficiency, and provide our clients with the best possible investment solutions.
- Give back6
At Safe, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery, and engaging our best asset—our employees. We believe in making a positive impact on the communities where we live and work, and we actively support initiatives that promote education, health, and economic development.
By the numbers
When our customers do well, we do well. As a privately held company, we use our investor mindset to make sound judgments for the long term on behalf of our customers and our business.
Over 50 Million
individual investors**
$10.7 BILLION
assets under administration***
$2.3 BILLION
total discretionary assets****
As of July 5, 2024
Regulated for trust
Committed to your financial confidence, we're tightly regulated by industry watchdogs, guaranteeing compliance and safeguarding your investments, ensuring they're always secure, even in the rare event of closure.
Why us
At Safe, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
How we can help
With a wealth of experience and agile adaptability, we forge partnerships with clients ranging from individual investors to global CEOs. Discover how we can assist you in pursuing your goals, even as they evolve over years or generations.
Building a future we believe In
At Safe, we translate our core beliefs into action. We champion groundbreaking ideas, prioritize diversity and inclusion, and actively engage in philanthropic efforts—all with the aim of fostering a future that enriches both our clients and communities.
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