Philip Nisonger is a financial advisor at Safe Money Inc. with 51 years of industry experience. He holds a Series 63 designation and has previously worked at HD Vest Investment Services and HD Vest Insurance Agency Inc. Nisonger is also the owner and sole proprietor of Anomalous Business Systems Inc., a tax preparation and accounting service. Safe Money Inc. provides discretionary portfolio management to individual and high-net-worth clients, focusing on building individualized Investment Policy Statements and monitoring accounts regularly. The firm’s investment approach combines fundamental and quantitative analysis with a long-term trading horizon.

Nilima Agrawal is a financial advisor with Safe Money Inc. in San Jose, CA, holding Series 66 and Series 65 designations and nine years of industry experience. She has worked with Anomalous Business Systems since 2015. Outside of advising, she provides tax preparation services for individual and corporate clients. Safe Money Inc. offers discretionary portfolio management primarily to individual and high-net-worth clients, creating customized Investment Policy Statements and monitoring accounts regularly. The firm employs a combination of fundamental and quantitative analysis with a long-term investment horizon and manages a small client base with approximately $25.3 million in discretionary assets under management.