1. Portfolio management
you can count on!

2. SAFE is built to help investors:
Find the tools and the support they can use to properly
manage their portfolios
Ask questions in a friendly environment
Join with others as they expand their investing skills
Listen to and read quality investment advisors on topics
focused on their needs
In short SAFE is built for each of us to find our proper place in
the equity market.

3. For less than pennies per day SAFE monitors an
individual’s investment portfolio and “rings the bell”
when it is time to call their financial support team.
 SAFE is a management portfolio system designed to
aid the average investor in controlling their investment
decision over time providing a sense of safety in the
equities market.
 SAFE is a community that provides a connection to a
financial support team. The financial support team
provides continuing education, answers to individual
investor questions and financial articles to assist
investors with improving their financial plan.

5. Whether the period
is 1 year, 10 years
or beyond SAFE
will continue to
monitor each equity
position and “ring
the bell” when
change is in order.

6.  SAFE – First - notify when changes are needed.
 SAFE – Second - work to build the relationship
between individual Investor and their Financial
Support Group.
 SAFE – Third - provide helpful video and written
information so that you can grow in your equity
market understanding at your own pace.
 SAFE – Finally – build an ongoing community
where everyone involved can share and continue
to grow with SAFE.

7.  SAFE is simple, easy and affordable.
 SAFE provides monitoring between visits to your
financial support team maintaining a well
managed portfolio.
 Most investing households are focused on family
and career. With SAFE there is a sense of safety
by helping subscribers manage their equity
investments without becoming day traders.
 SAFE offers subscribers online support for
questions and answers, continuing education and
unbiased financial news.

8. SAFE will offer Americans a sense
of safety in the equity market that
they have not felt in years.
Is your portfolio SAFE?
For additional information please contact:
Bill Joyce
817-918-4667
wcbs@aol.com