Meet FutureSafe


Powerful Automated Investing Technology with a built-in Safety Net* and flat-fee pricing

FutureSafe empowers you to mitigate investment risk, with a “Netflix-style” flat monthly subscription fee of just $1/mo and FREE for accounts under $10,000. 
 
 
*For more details on how Safety Net Investing works, click here

SIPC insured up to $500,000

Our Clients Trust Us With More Than

$800M

IN ASSETS UNDER MANAGEMENT

“Rule #1: Never Lose Money”

– Warren Buffett*

  • FutureSafe allows you to fully customize your safety net to protect your investment portfolio.
  • You can manage your portfolio by leveraging the top strategies of institutional investors with the technology to automate your personal returns. Sleep soundly knowing you can customize your upside targets while protecting your assets with a safety net.

* “Becoming Warren Buffett” HBO Documentary Films (2017)

The FutureSafe vision is to deliver institutional-grade
investment solutions to all investors.

We strongly believe that every American deserves the opportunity to grow their wealth without getting lost in the complex and confusing world of financial advising.

Choose between 2 ways to invest with a safety net

Flat rate Monthly Subscription

Link your Existing Account

for $10 per month
  • Link your existing brokerage account in minutes
  • Simple, flat-rate monthly subscription fee
  • Cancel Anytime
  • Free for accounts under $12,000
Flat rate Monthly Subscription + Fully Managed

Open a New Account With FutureSafe

for $100 per month with $100K minimum
  • Fully managed account with rebalancing, trading, and dividend reinvestment
  • Advanced optimization including stock level tax-loss harvesting and long term gains sheltering
  • White glove support
  • Free for accounts under $12,000