Safeguard Securities' Managed Account Program (formerly known as the Popular Investor Program) pairs qualified investors with our top-performing portfolio managers, offering transparent, audited investment strategies with institutional-grade execution.

PROGRAM OVERVIEW

Through the Managed Account Program, you gain access to curated investment strategies managed by experienced professionals with verified track records. Each strategy is independently audited on a quarterly basis, and all performance data is available to clients in real time through the client portal.

Participating managers must meet strict performance and risk-management criteria set by our Investment Committee. Strategies span equities, fixed income, multi-asset, and thematic portfolios, allowing you to select an approach that aligns with your investment objectives and risk tolerance.

HOW TO PARTICIPATE

To enroll, navigate to the Managed Accounts section of your client portal, review the available strategies and their historical performance, and allocate funds to your preferred manager. You retain full ownership of all positions, and you can withdraw your allocation at any time with no lock-up period.

Management fees vary by strategy and are clearly disclosed before enrollment. There are no hidden charges, and all fee structures comply with SEC and FINRA guidelines.