A complete list of active advisors currently associated with Safewater Investment Management LLC

Warmer can help you find a great advisor at Safewater Investment Management LLC or one who fits your needs even better.

SafeWater Investment Management LLC provides portfolio management and standalone financial planning services primarily to individual and high‑net‑worth clients. The firm manages about $31.35 million for roughly 93 clients and documents each engagement with an Investment Policy Statement and ongoing portfolio monitoring. The investment approach combines a wide set of methods — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and implements both long‑term and short‑term trading across mutual funds, equities, fixed income, REITs, ETFs (including precious‑metal ETFs) and non‑U.S. securities. SWIM generally operates with discretionary trading authority, delivers quarterly custodial reporting, and provides financial plans as one‑time deliverables unless additional services are arranged. Noteworthy operational features include a requirement that clients use Schwab Institutional for custody and execution and disclosure that the firm may receive Schwab institutional services and related soft‑dollar benefits. The firm also reports no account minimums, does not participate in wrap or performance‑based fee programs, and reserves the right to end relationships if client restrictions would impede its standard service model.

To learn more about the advisors currently working at Safewater Investment Management LLC, 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
Owen Blank	Alpharetta, GA	11
Craig Jennings	Alpharetta, GA	11

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