The following contact information allows CSAFE Participants access to the staff of the investment advisor and administrator via telephone, fax, email and the website.
Fund transactions can be entered on CSAFE’s website, fax or via telephone. Our operating hours are: Monday – Friday 7:00a.m. to 4:00p.m.
In the unlikely event that staff is unavailable for a telephone request, please do not leave the transaction request on our voice mail. Simply leave your phone number and a staff member will return your call as soon as possible.
Participant Services:
Portfolio Management:
Financial Advisor, Senior Portfolio Management Director
NMLS ID #2153565
Financial Advisor, Portfolio Management Director
Financial Advisor, Corporate Cash Investment Director
NMLS ID 2176543
Financial Advisor, Senior Portfolio Manager