As your financial advisor, Save will ask you a set of questions during the sign-up process that will help place you in an investment portfolio.
Save has three proprietary portfolios: Conservative, Moderate, and Growth. Because Save manages assets on a discretionary basis, you must select one of these portfolios. Save does not allow for individual investment choices. You can, however, change your investment portfolio at any time through an update to your account profile.
Investment terms can vary based on the Save product selected. Refer to your Save online profile for confirmation of this under your "My Investments" section.
You can learn more about our investment portfolios at joinsave.com/legal under "hypothetical back-testing" or our ADV Part 2A.