Disclaimer

Unlike traditional mutual funds or exchange traded funds (“ETFs”), Savvly operates unique investment fund structures and investors should carefully consider whether their financial condition and investment objectives are aligned with these retirement-focused investments.

Savvly may be suitable for an investor primarily concerned about ensuring sufficient capital for the later years of retirement.
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Savvly may not be suitable for an investor whose primary objective is short term growth. Payouts from Savvly are tied to the life of the investor and, accordingly, people with serious or life-threatening health issues should not invest in Savvly.
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Savvly is not an insurance company, Savvly investments are not insurance or annuity contracts, and investors will not have the protections of insurance laws. Payouts from Savvly are not guaranteed or backed by an insurance company or any third party, nor are they exposed to counterparty risk from Savvly, as investors have title to assets in the underlying limited partnership in the event that Savvly stops operating.
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The long-term total return of Savvly may be impacted by volatility and sequence of returns risk. The long-term total return of Savvly will also be impacted by actual redemption rates, and may increase or decline as mortality rates or voluntary redemptions increase or decline.
This is not a complete list of the risks associated with an investment in Savvly. Please read the Private Placement Memorandum before investing.
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Important information about Savvly is contained in the Private Placement Memorandum. Management fees and expenses all may be associated with investments in private placement opportunities.
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Private placements are not guaranteed, their values change frequently, and past performance may not be repeated. Savvly Advisor LLC is the Manager of funds invested in Savvly.
For further information on Savvly, please visit www.savvly.com.
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Savvly and the Savvly logo are trademarks of Savvly Advisor LLC, registered in the United States.