Safewater Investment Management LLC

Owen Blank is a financial advisor with Safewater Investment Management LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Country Capital Management Company. Outside of finance, he is the sole proprietor of Snacks Music, LLC, a business involved in art and culture. Safewater Investment Management provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a variety of analytical methods and trading strategies, manages accounts across diverse asset classes, and maintains a no-account-minimum policy while requiring client accounts to be held at Schwab Institutional.

Craig Jennings is a financial advisor at Safewater Investment Management LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Jennings Financial Planning & Investments, World Equity Group, Nicholas Wealth Management, Kelley and Mullis Wealth Management, and Securities America. In addition to advising, he is a licensed insurance agent. Safewater Investment Management provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm applies various analytical methods and manages diverse asset types without outsourcing portfolio management, serving clients without an account minimum.