As your financial advisor, Save will ask you a set of questions during the sign-up process that will help us place you in an investment portfolio. Save has three proprietary portfolios: Conservative, Moderate, and Growth. Because we manage assets on a discretionary basis, you must select one of these portfolios. Save does not allow for individual investment choices.
You can learn more about our investment portfolios at joinsave.com/legal under "hypothetical back-testing" or our ADV Part 2A.