Some of the biggest decisions and goals we prepare for have to do with our money. This is why having a trusting relationship with your investment advisor is important. Investment advisors do all of the guesswork for you when it comes to choosing investments, and act very much like a financial consultant. Ideally, your advisor should be available for any questions you have about your financial life to help you in your saving plans.
Traditional advisors can be pricey, and most digital advisors don't offer comprehensive financial advice.
Save® is a happy medium between managing your investments yourself and hiring a financial advisor.
Save has three proprietary portfolios that you can choose from when investing with us. Once you use our Recommendation Tool during our sign-up or through your online account, you'll be able to see which of those portfolios is best suited for you. Then we do the rest!
Best of all, Save offers an investment opportunity that doesn’t charge any fees if there aren't any returns in your portfolios. We are fully aligned with our customers, and we care about your experience and your investments. We thrive as advisers when our customers are happy. We want our customers to stay with us and keep growing their savings for years to come.