About Us
Safeguard Finance Services' approach is simple: we start by understanding you first.
We understand that being able to deliver tailored and innovative solutions for our clients requires a profound appreciation of the challenges and opportunities you – and your customers – face. By understanding the details of your business, we’re able to work collaboratively with you to figure out opportunities to improve your programs and processes in ways you might never have imagined.
Safeguard Finance Services manages three synergistic lines of business which includes stocks and options individual and corporate holdings, hedge fund strategies, mergers and acquisition—utilizing an industry standard, all-in-one platform. Since inception, our credit-driven strategies, coupled with a razor-sharp research focus has been a core driver of our investment success in both long-only and hedged strategies. Our success can be measured by the consistent performance we have achieved across the firm’s products.
We add value by performing thorough internal credit research that translates into consistent returns with low volatility by protecting against the downside. We utilize a dynamic bottom-up, relative value approach to security selection. Our proprietary credit driven research process is designed to identify the most attractive investment opportunities with stable-to-improving fundamentals which offer unlimited upside potential and proven downside protection.
Our global infrastructure is supported by a team of highly talented investment professionals with deep experience across the entire capital structure in global markets. With offices in New York and London we are able to trade seamlessly around the clock.
Global Capabilities
We’ve created world-class capabilities around our clients’ greatest needs, with a comprehensive range of products and services across asset classes, geographies and investment strategies. Our roots are deep in every region around the world, with some 120 investment teams in 30 countries sharing their best thinking in order to seek better returns.
Who We Serve
Our clients come from nearly every corner of the globe. They are governments, companies, foundations, and millions of individuals saving for retirement, their childrens' educations and a better life.
Our Singular Focus
We're passionate about our work and intensely focused on performing at the highest levels. To get there, we strive to out-think and out-work competitors and find the best balance of risk and return across all investment styles on behalf of our clients.
