As part of the sign up process you are asked a series of questions to help build your investor profile. As your investment advisor, Save will manage your investment portfolio by using these questions to help understand your investor experience and risk tolerance.
Save has three proprietary portfolios: conservative, moderate, and aggressive that we will place you in based on your response to these questions. For more information on Save's investment portfolios please visit our Portfolio Strategy page.
We understand that you may want to change your investor profile. Save will send you a quarterly reminder to review your current investor profile in place for any updates you'd like to apply. You can always make changes to your investor profile through the online portal or Save app as needed. Any change to your investor profile may change the portfolio index that will be assigned to you for future matching investments. For a step by step guide on how to apply a change on your investor profile, click here.