Savvly is a private placement investment* for retirement that benefits those who live the longest.
Make your longevity a financial masterpiece
Build a Second Nest Egg
Hedge Inflation Risk
Efficient LP Taxation
Grow Your Business
Deepen Your Client Relationships
Streamlined Investment Processes
Attractive Fee-Sharing Structure
*Structured as a Limited Partnership
Note: Savvly is only for accredited investors.
Savvly is designed to provide the most long-term market mitigation by way of pooled, equity index fund investing. As you age, Savvly can help you maintain your lifestyle, and offers peace of mind with customizable later-life payouts.
Savvly Is Designed to...
Secure your retirement
Savvly seeks to provide long-term reliability without the large expense.
Enhance your returns
Savvly is structured to deliver significantly higher returns than traditional strategies.
Maximize your lifestyle
Life insurance pays when you die. Savvly is intended to pay you while you still have life to live.
How Savvly Works
Clients invest a small portion of their portfolio in a private placement - a Limited Partnership - that tracks the S&P 500. But what really makes Savvly unique is the reallocation. If participants withdraw early, part of their investment is shared among the other participants of the fund, so investors can end up with a larger return than just investing alone.
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Retire years earlier
Increase your retirement withdrawals
Hedge against economic uncertainty
Reduce your retirement contributions
Leave more to your beneficiaries
Complement life insurance
Talk to your adviser to join
Work with your adviser to choose an amount to invest (minimum $10,000). Savvly is currently available to accredited investors* only.
Savvly's shared investment pool grows
Clients who pass away before full payout or withdraw early leave a portion of their Savvly funds to Savvly's shared investment pool.
Get paid to grow old
As you age, you'll receive your principal and earnings plus your share of the Savvly pool.**
*According to the SEC, accredited investors are those that are financially sophisticated and able to fend for themselves or sustain the risk of loss, thus rendering unnecessary the protections that come from a registered offering. Learn more about what it means to be an "accredited investor" here
**Calculated based on how much was invested, when, client age, and the actuarial outcomes of the pool.
Please consult your financial adviser to obtain the Savvly Private Placement Memorandum.
Ask your local financial advisor if Savvly is right for you. Your financial adviser can reach out to Savvly by sending inquiries to firstname.lastname@example.org.
Is Savvly Safe?
Yes—your assets are secured with a regulated custodian** and invested in mainstream funds that track the S&P 500 index.
We bring over 70 years of insurance, finance, and securities experience to Savvly
Dario Fusato, CEO
Ex-McKinsey, executive at Aon PLC and AJG ⧉
Rob Evans III, Counsel
Ex-Securities and Exchange Commission, Securities Partner at Locke Lord ⧉
Tony Derossi, COO
Ex-McKinsey, COO of Fireman’s Fund Insurance ⧉
Our investment philosophy
Savvly is structured to protect every client that lives to payout age regardless of market returns thanks to the mechanics of the Savvly pool, or risk pooling.
Savvly is intended to provide a high return for a low portfolio allocation (10% or less) in exchange for low liquidity—the majority of client assets are reallocated to the Savvly pool if they pass away or withdraw early.
Savvly grows its pool by investing long-term in low-cost S&P 500 ETFs only. The S&P 500 produces positive 10-year returns 94% of the time and positive 20-year returns 100% of the time.
Savvly Adviser, LLC is an exempt reporting adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Savvly Adviser, LLC has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience.
Savvly Adviser, LLC has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences.
Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. Savvly Adviser, LLC has presented information in a fair and balanced manner.
Past performance is not indicative of future performance. Principal value and investment return will fluctuate. There are no implied guarantees or assurances that the target returns will be achieved or objectives will be met. Future returns may differ significantly from past returns due to many different factors. Investments involve risk and the possibility of loss of principal. The values and performance numbers represented in this report reflect Savvly Adviser, LLC’s management fees.*These case study examples assume a 4% per annum retirement portfolio withdrawal, 4% per annum retirement portfolio growth, and market returns of 6% per annum. Figures include reinvestment of capital gains and dividends, but do not reflect the effect of any applicable sales charges, adviser fees, or redemption fees, which would lower these figures. This example is not intended to imply any future performance of the fund.
The values used in this report were obtained from sources believed to be reliable. Performance numbers were calculated by Savvly Adviser, LLC using the data provided. Please consult your custodial statements for an official record of value.
Savvly Adviser, LLC is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.
Savvly Adviser, LLC is an exempt reporting adviser and is the investment manager of Savvly Investment Fund 1, L.P., a 3(c)-7 fund and Savvly Investment Fund 2, L.P., a 3(c)-1 fund.