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To see more information regarding how Save uses your information please click here.

Hypothetical Back-testing

Information on the methodology used in calculating and generating the hypothetical performance.

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  • Hypothetical Back-testing

Investment Advisory Services offered through Save Advisers LLC ("Save Advisers"), an SEC registered investment adviser. All brokerage and clearing services are provided by Apex Clearing Corporation, Member FINRA/SIPC. Prior to becoming a client, if at all, each prospective Client must answer a series of subjective and objective questions to evaluate both the individual’s objective capacity to take risk and subjective willingness to take risk. We will deliver to each prospective client our ADV Part 2.

The Save Debit Invest card product and service is provided by Radius Bank, Member FDIC pursuant to license by Mastercard International.

** Average annual returns are based on hypothetical back-tested performance. Hypothetical back-tested performance is no guarantee of future performance and actual results will vary. Returns are subject to change daily. Minimum return will always be at least 0%. All return figures shown are for informational purposes only and are not actual customer returns. For more detailed information please see Hypothetical Back-testing.

† To obtain FDIC-insurance coverage on your behalf, Save Advisers partners with various FDIC-insured member banks. The funds you provide will be deposited by Save Advisers into accounts established on your behalf at one or more FDIC-insured partner banks. FDIC insurance coverage is limited to not more than $250,000 per qualified customer account per bank. Actual deposit insurance coverage may be lower if you have other funds deposited at the partner bank. You are responsible for determining the amount deposited in each account at the partner banks, and for monitoring the total amount of your deposits at each partner bank, to determine the extent of available FDIC insurance coverage in accordance with FDIC rules. Learn more at: https://www.fdic.gov/deposit/deposits. Only the initial funds you provide will be deposited with the partner banks and will be eligible for FDIC insurance. Market returns are held in your Save account andare not FDIC-insured, are not bank-guaranteed, and may lose value. Maximum balance and transfer limits apply. Neither Save Advisers, nor its affiliates, is a bank.

By using this website, mobile applications and related services, you understand the information being presented is provided for informational purpose only and agree to our Terms of Service and Privacy Policy. Save Advisers relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security.

Save Advisers’ internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. All investing involves risk, including the possible loss of interest on your initial investment. Our program contains certain risks including: the Strategies may not work as designed, the program may not fit your specific investment objective due to the principal protection initiative, and potential opportunity risk. We will deliver to each prospective client further details about the program’s risks including those set forth in ADV Part 2.

Information provided by Save Advisers Support is for informational and general educational purposes only and is not investment or financial advice. Additionally, Save Advisers does not provide tax, legal or accounting advice, and investors are encouraged to consult with their personal advisers.

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