Welcome to Keep Safe Investments

KEEP Safe Investments is a Registered Investment Advisor dedicated to enhancing the financial lives and enriching retirement funds of our clients. We are a single fee, non-commission based firm. As a privately held asset and financial advisory firm, we endeavor to offer independent, unbiased financial advise focusing on each individual client's retirement goals.

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Investments

We offer a diversified portfolio to give you a wider range of investment choices and flexibility. The investment tools and styles used for each portfolio will depend upon your retirement needs. As active managers, we will continually adjust your portfolio to stay aligned with your retirement goals.

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Debt Counsel

Trying to overcome debt can be intimidating and feel like a never-ending battle. Making a few smart lifestyle decisions and maintaining some discipline can keep it under control. Let KEEP Safe Investments help guide you to a debt free lifestyle. Allow us to sit down with you and analyze your financial situation.

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Market Insight

215.539.8509 • 4741 Concord Circle • Easton, PA 18045

215.539.8509
4741 Concord Circle
Easton, PA 18045

This website is provided by KEEP Safe Investments, LLC (“KEEP Safe”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this website is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this website is derived from sources that KEEP Safe believes to be reliable; however, KEEP Safe does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages. Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.

KEEP Safe is a registered investment adviser that maintains a principal place of business in the Commonwealth of Pennsylvania. KEEP Safe may only transact business in those states in which it is registered or qualifies for a corresponding exemption from such requirements. For information about KEEP Safe’s registration status and business operations, please consult the KEEP Safe’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

KEEP Safe Investments Business Continuity Plan - DOWNLOAD (PDF)