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Link your existing brokerage account
Invest with a built-in Safety Net.
Goal #1: Don't Lose Money!
Manage your upside based on your goals, with a built-in Safety Net so you can set your own risk limits.
Invest on your terms: you decide what you need, and we figure out how to get you there!
Target 3.0%+ APY with Principal Protection
Check out our “Safety-First” strategy for High-Yield Cash Management, designed to protect the principal over a 1-Year horizon and target an interest rate over 30x national average FDIC savings rate.
And, it works just great with your existing brokerage account for one flat monthly fee!
Video: What if the market goes down just before you need the money?
See how FutureSafe can get you the capital growth you need, without the uncertainty …
Demo Video:
How to invest without losing money
FutureSafe provides the intelligence to achieve your financial goal.
Harness the power of stock markets and avoid the devastating crashes … this short video shows you how.
Demo Video:
Link your TD Ameritrade Account in Seconds!
Through our partnership with those wonderful people at TD Ameritrade, you can now use FutureSafe with your existing TD Ameritrade account, all for a low fixed “Netflix-style” subscription fee.
Simple Transparent Pricing
Cancel anytime
Link your existing brokerage account and use FutureSafe "To-Go"
$49.99
$ 9
99
Per Month -
Early-Bird Deal - 80% Off!
Robo + Safety Net:
Fully autonomous, risk controlled ETF investing
0.25%
Per Year, deducted monthly
Full Service:
Sophisticated Stock-based Portfolios, just like large institutions
0.50%
Per Year, deducted monthly
-
Invest like the big guys - directly hold hundreds of stocks, fractional shares, stock-level tax loss harvesting and a lot more
We've been doing this a long time ...
$
0
+Billion
Assets under Advisement
FutureSafe is powered by Optimal Asset Management, with a long track record in servicing large institutional clients
$
1
+M
in Discretionary AUM
Optimal Asset Management is an SEC-registered investment adviser under the Investment Advisers Act of 1940
From Short-Term Cash to Retirement Income
... and all those Life Events in between
Secure your ability to lock in a percentage of future college expenses with the opportunity to cover more.
Lock in a path toward a minimum down payment while keeping the opportunity to upgrade or accelerate your purchase.
Set a safety net for your retirement investments without giving up the opportunity to make more money or retire early.
This Website is owned and maintained by Optimal Asset Management Inc. (“OAM”), an SEC-registered investment adviser under the Investment Advisers Act of 1940. For more details, see our Form ADV Part 2A and our Privacy Policy. By using this Website, you accept our Terms of Service
OAM’s investment advisory services are currently available only to residents of the United States. OAM provides its investment advisory services only to individuals/institutions who become OAM clients pursuant to a written investment advisory agreement. Articles, commentaries, investment strategies, our risk control playground tool and other content provided by OAM on or through the website are for illustrative or educational purposes only and do not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Forecasts or projections of investment outcomes in investment strategies are estimates only, based upon our scientific and data-driven algorithmic analysis. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere.
Investment management and advisory services are provided by Optimal Asset Management (“Optimal”), an SEC registered investment adviser. Optimal is not a bank. Assets are invested in exchange-traded fund securities, and are therefore not FDIC-insured. However, the securities are SIPC-insured up to $500K per account. SIPC does not protect against the decline in value of your securities; it does protect the custody of such securities.
Before investing, consider your investment objectives and consult with your Registered Investment Advisor for more information.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Brokerage services are provided to OAM clients by third party brokers who are members of FINRA/SIPC. For more information or any questions, please contact us at Support@optimalam.com.