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SafeGuard

Asset Management

Seeking predictability in an unpredictable world

At SafeGuard, we know the world is unpredictable. That’s why we offer investments based on the familiar, but with a different approach.

Index investing has become one of the most familiar and popular investing strategies in the world. Index investing allows investors to participate in broad market performance that often exceeds what the most talented active fund managers are able to produce. SafeGuard understands this, and also understands that most investors don’t like the pain they experience in market drawdowns. That’s why we’ve created a proprietary investment proposition that attempts to provide full market participation in appreciating markets, while seeking to provide protection from the volatility associated with drawdowns.

Our Mission

At SafeGuard, our mission is to generate attractive risk-adjusted performance while seeking capital appreciation. We offer this mission with fees that align with our clients’ objectives.

We’re revolutionizing the asset management industry with innovative solutions designed to help you grow wealth and preserve assets by:

  • Keeping you invested in the markets
  • Seeking capital appreciation
  • Using an options strategy to provide downside protection in declining markets

News and Insights

News, insights, education, blog and more
News

SafeGuard Press Release

CHALFONT, Pa.–(BUSINESS WIRE)–Safeguard Asset Management, announced today the launch of the SafeGuard CORE ONE Fund (SGFIX, SGFAX). Designed to provide investors with an all-weather strategy

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important information

An institutional investor is an entity that invests capital. Examples of institutional investors generally include banks, mutual funds, hedge funds, pension funds, insurance companies, some investment advisers, and university endowments.

An investor that meets certain standards outlined in Rule 501(a) of Regulation D qualifies as an accredited investor. For example, individuals may qualify by having (1) annual income exceeding either $200K (singly) or $300K (with spouse or spousal equivalent) in each of the two most recent years; (2) more than $1 million in net worth, excluding the primary residence (singly or with spouse or spousal equivalent); or (3) certain financial professional credentials. Qualifying as an accredited investor determines whether an investor can invest in businesses conducting common types of exempt offerings.

A qualified purchaser is an investor that meets certain financial and sophistication standards, as defined in the Investment Company Act and its rules. For example, an individual may be a qualified purchaser if the investor owns $5 million or more in investments, and an entity may qualify if it owns and invests on a discretionary basis at least $25 million in investments.

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important information

An institutional investor is an entity that invests capital. Examples of institutional investors generally include banks, mutual funds, hedge funds, pension funds, insurance companies, some investment advisers, and university endowments.

An investor that meets certain standards outlined in Rule 501(a) of Regulation D qualifies as an accredited investor. For example, individuals may qualify by having (1) annual income exceeding either $200K (singly) or $300K (with spouse or spousal equivalent) in each of the two most recent years; (2) more than $1 million in net worth, excluding the primary residence (singly or with spouse or spousal equivalent); or (3) certain financial professional credentials. Qualifying as an accredited investor determines whether an investor can invest in businesses conducting common types of exempt offerings.

A qualified purchaser is an investor that meets certain financial and sophistication standards, as defined in the Investment Company Act and its rules. For example, an individual may be a qualified purchaser if the investor owns $5 million or more in investments, and an entity may qualify if it owns and invests on a discretionary basis at least $25 million in investments

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