A complete list of active advisors currently associated with Safe Bay Retirement Advisors
Warmer can help you find a great advisor at Safe Bay Retirement Advisors or one who fits your needs even better.
Safe Bay Retirement Advisors provides discretionary investment supervisory services and standalone financial planning to individuals, high‑net‑worth individuals, and business entities. The firm reports roughly $12.2 million in assets under management across 29 client relationships and offers investment policy development, ongoing portfolio monitoring, and one‑time financial plans. The firm builds an Investment Policy Statement for each client and combines charting, fundamental, technical and cyclical analysis to guide both long‑ and short‑term trading. Portfolios typically include mutual funds, ETFs, equities, fixed income, REITs and insurance products, and the adviser also employs options‑writing strategies (including uncovered positions); accounts are reviewed at least quarterly by the firm’s principal. Noteworthy operational features include a relatively concentrated AUM and client base for a small independent adviser, an explicit requirement that clients use the firm’s recommended custodian (Charles Schwab), and the practice of collecting certain planning fees in advance with prorated refunds on termination. The use of uncovered options and the firm’s sole‑principal review and execution structure distinguish its risk profile and trade timing from many peers.
To learn more about the advisors currently working at Safe Bay Retirement Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bountiful, UT
| 23
|
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