Safian Investment Research manages and advises both taxable and non-taxable accounts on a fee basis and serves as an advisor to large institutional investors . Our investment philosophy emphasizes preservation of capital; our money management style is sector rotation. In our view, lost capital is more regrettable and more difficult to replace than a missed market opportunity. Our approach is a disciplined one and our investment policy is based on our institutional research effort.

Our research concentrates on sectors of the securities markets and the economy. This research is sent to our Institutional Clients.  A unique aspect of our firm, and an underlying thesis of our analysis, is that the stock market is not homogeneous. Rather, it is composed of major sectors whose movements reflect the divergent trends present in the economy, society, government and in investor psychology.

Therefore, at one time our investment emphasis may be on growth stocks, at another it may be on shares categorized as "value" and, at a third time, it may be on bonds and cash equivalents. Such an eclectic style is called "sector rotation."

To learn more about our style of investing and our firm please explore our website, download a copy of our brochure, or contact us through the links above.