Brian Bollinger started Simply Safe Dividends in 2015 after working as an equity research analyst at IronBridge Capital Management (a multibillion-dollar investment fund near Chicago). Brian is also a registered Certified Public Accountant (CPA).
Coming from the investment management world, Brian saw how one-sided the flow of wealth in the financial services industry could be. Individual investors were too often stuck with high fees, lackluster performance, overly complicated advice, and dubious sources of information online if they wanted to go it alone.
Simply Safe Dividends was created to change all of that by empowering everyday investors to take control of their financial futures. To help make that happen, Brian leverages his analyst background, which includes spending over 10,000 hours researching, analyzing, and recommending stock ideas. From meeting with management teams to digging through annual reports, he has studied many types of industries, companies, and investment situations.
Thanks to these experiences, Brian takes pride in being a straight shooter. He provides research that is rooted in the facts and offers a balanced look at an investment opportunity. Investing shouldn’t be exciting, and Brian will never publish any gimmicky analysis, sensational headlines, or careless recommendations. His reputation is always on the line, and he takes that very seriously.
Simply Safe Dividends has a simple investment philosophy – own a diversified portfolio of quality businesses that can pay safe and growing dividends for years to come. Our approach can be described as boring and conservative. We maintain realistic expectations (no yield chasing or crushing the market), encourage minimal trading activity, and strive to keep investors focused on what matters most in retirement – safe income generation and capital preservation.
This philosophy is weaved throughout the tools, research, and data found on the Simply Safe Dividends website, which is actively developed by Brian's business partner, Matt De Leon. With two decades of experience building software on the web, Matt designs easy-to-use tools that strike a balance between simplicity, approachability, and power.
Brian and Matt take great pride in working on Simply Safe Dividends each day. They personally respond to every email the company receives, and all of their energy is spent on improving Simply Safe Dividends – not actively marketing the business. They believe by providing a wonderful experience at a fair price, their 2,000+ customers will continue spreading the word about Simply Safe Dividends, and the rest will take care of itself.