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THE PRIVATE,
MARKET-DRIVEN
SOCIAL SECURITY OF YOUR FUTURE.

Savvly late-life payouts are designed to return 2-3x more than investing in the
same funds without Savvly.

Retire early, boost your spending, or invest the rest of your portfolio more
aggressively, knowing you’ll be less likely to run out of money in old age.

All with as little as 5% of your savings.





WHAT SAVVLY IS (AND ISN'T)

It’s an alternative retirement investment that can pay out market returns and
long-life bonuses.

It’s not an insurance policy. It can provide significant payouts while you’re
still alive.

It’s a tax-efficient way to hedge against the expenses that come with a long
life, built on as little as 5% of your savings.

It’s not an actively managed fund. It’s a private, secure investment in an ETF
that tracks the S&P 500.

Savvly late-life payouts can give you financial confidence at a fraction of the
cost of the alternatives.

It’s not an annuity, but can still provide a sizable income stream for long-life
protection.

Learn More



HOW SAVVLY CAN HELP YOU

MAXIMIZE RETURNS

Late-life payouts consist of two sources of return: both market gains and
uncorrelated long-life bonuses

BOOST YOUR LIFESTYLE

Helps you retire early or spend more now, expecting more money at your scheduled
payout ages

HAVE PEACE OF MIND

Helps you not outlive your savings or become a burden on your loved ones


WHAT YOU CAN EXPERIENCE





MEET SALLY, YOUR SAVVLY AI ADVISOR

Download the app for bite-sized learning modules on how Savvly works and how you
can invest



DESIGNED TO PROVIDE OUTSIZED RETURNS

Invest as little as $100/month or up to 10% of your total portfolio


HOW YOU INVEST


 * Starting is easy. Set up a monthly draw or invest a small fraction of your
   savings just once.
 * Your money, alongside other Savvly investors’ contributions, is automatically
   invested in a low-cost ETF that tracks the S&P 500.

Learn More

 * The market dictates performance with returns building over time.
 * Investing is currently available to accredited investors who earn more than
   $200k per year (or $300k per year with their spouse), have a net worth of $1M
   or more, or are an investment professional.
 * Coming soon, accredited investors can invest right through the Savvly app.


HOW YOU GET PAID


 * When you reach your payout ages, you’ll get payout on each predetermined
   birthday.
 * Similar to traditional Social Security, the longer you live, the more you can
   get over time.

Learn More

 * Your payouts consist of your original investment, its market returns, and
   your Savvly long-life bonus.
 * Savvly late-life payouts are designed to return 2-3x more than investing in
   the same funds without Savvly, as long as you live until your payout ages and
   do not withdraw early.
 * You’ll get in-kind returns, so there is no tax event until liquidation, when
   you can take advantage of the long-term capital gains tax rate.*


HOW IT'S POSSIBLE


 * When some investors withdraw or pass away early, their market returns (and in
   some cases, potentially a small fraction of their initial investment) are
   reallocated to other investors.
 * Savvly estimates payouts through the same actuarial science insurance
   companies use, but with enhanced benefits for investors.

Learn More

 * The Savvly long-life bonus is uncorrelated with the market and comes from the
   reallocation of residual funds from early withdrawals.
 * If an investor withdraws or passes away before their planned payouts start,
   they or their beneficiaries would receive 75% of their initial investment +
   1% for every year with Savvly. Their market returns (and any remaining
   portion of their principle, if applicable) would be reallocated to the other
   Savvly investors.
 * By taking on this minor risk with a tiny portion of your portfolio, you can
   invest more aggressively in the short-term while protecting yourself from
   living your final years in frugality. 
 * For a limited time, you can withdraw penalty-free for the first two years.
   After that, early withdrawal terms apply. The standard early withdrawal
   period is one month.


HOW YOU CAN FEEL SAFE


 * Your investment is always held safe with the largest asset management firms,
   like Vanguard.
 * Your ETF shares are held in custody not by Savvly, but by an independent
   third-party custodian.

Learn More

 * Savvly is an alternative investment structured as a Limited Partnership. 
 * Savvly does not manage the investment fund. Our role is to manage the payouts
   and the reallocation mechanics among Savvly investors.

* Savvly does not provide tax advice; please consult your tax professional.


OUR PARTNERS

THE LEADING 
STARTUP ACCELERATOR 
IN THE WORLD



AN INTEREST GROUP 
FOCUSED ON LONGEVITY 
ISSUES SINCE 1958



an investment & incubation company created by Melinda French Gates





FEATURED IN:




FEATURED IN





SIGN UP FOR UPDATES TO BE AT THE FOREFRONT OF OUR MOVEMENT.

Finally, a retirement option that can deliver greater returns.
Get Started


WHAT YOU CAN EXPERIENCE





HOW SAVVLY WORKS





ESTIMATE YOUR SAVVLY PAYOUTS


Crunch the numbers to see how far a tiny fraction of your retirement savings can
go.

* Assuming the payout is not reinvested.
** 75% of your initial investment + 1% for every year invested in Savvly.
This investment estimator is for illustrative purposes only, to help show
possible performance for investors. The returns presented reflect Savvly's
aspirational goals and are hypothetical, and there is no guarantee that these
same results will be achieved by investors. All investors must consider their
specific risk tolerances before any financial strategies are chosen for
investment purposes. Please see full disclosures for more information.


How much do you need to invest today to get $1M at 85?

Your Age Today
Funds Needed Without Savvly
Funds Needed With Savvly
30
$24,200
$9,440
40
$47,610
$19,220
50
$93,660
$39,520
60
$184,250
$85,400
70
$362,450
$197,740
80
$712,990
$554,280
Assumes S&P 500 real growth of 6% per annum



COMING SOON, INVEST RIGHT FROM YOUR PHONE


info@savvly.com

888-372-8859
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Boulder Office:
1035 Pearl St, Suite 322
Boulder, CO 80302

Chicago Office:
444 West Lake St, Suite 1700
Chicago, IL 60606
@ 2023 Savvly. All rights reserved.

Disclosure
Savvly Advisor, LLC is an exempt reporting advisor. 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 Advisor, 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
Advisor, LLC has reasonable belief that the content as a whole will not cause an
untrue or misleading implication regarding the advisor’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 Advisor, 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
Advisor, LLC’s management fees.The values used in this report were obtained from
sources believed to be reliable. Performance numbers were calculated by Savvly
Advisor, LLC using the data provided. Please consult your custodial statements
for an official record of value.Savvly Advisor, LLC is not giving tax, legal or
accounting advice, consult a professional tax or legal representative if
needed.Savvly Advisor, LLC is an exempt reporting advisor 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.The case study examples assume reinvestment of
capital gains and dividends, but do not reflect the effect of any applicable
sales charges, advisor fees, or redemption fees, which would lower these
figures. TThe case studies are not intended to imply any future performance of
the fund.

Assumptions and Risks
These case studies are for illustrative purposes only, to help show possible
performance for investors. These case studies are created based on various
assumptions, and there is no guarantee that these same results will be achieved
by investors. The use of hypothetical returns naturally entails inherent risks
and limitations. These returns do not represent the performance of any
particular investor, account, or portfolio. No representation is being made that
any investor will, or is likely, to achieve gains or losses similar to those
presented. Please consider these and other factors carefully and do not place
undue reliance on hypothetical information. These case studies are based on the
following assumptions:
• Case studies assume a 3% early withdrawal rate before payout or death. In case
of death or early withdrawal, beneficiaries receive 75% plus 1% for each year
the clients remain in the fund, of the lesser of their initial investment or the
current market value of that investment.
• Mortality rates were estimated based on the Actuarial Life Table provided by
the Social Security Administration. A mortality table is a table prepared by
actuaries that shows the rate of deaths occurring in a defined population over a
particular time period. Based on a mortality table, it is possible to calculate
the probability of a person’s death based on their age. The Actuarial Life Table
is the base used by the Society of Actuaries for their analyses of financial
exposure that is associated with mortality.
In addition to standard investment risks, the actual payouts received by clients
may be impacted by sequence of returns risk and the volatility experienced
within the sequence of returns. Sequence of returns risk is the risk that comes
from the order in which investment returns occur. Significant market declines
near payout age may reduce that amount received unless a client chooses to
extend their investment over a longer duration.In addition to investment risks,
the long-term total return of the Savvly is impacted by actual redemption rates
(either voluntary or upon death) of Savvly investors. Total returns may decline
if mortality rates or voluntary redemptions decline and may increase if
mortality rates or voluntary redemptions increase. To the extent investors live
longer than predicted by the mortality table, the return provided by the
longevity reallocation mechanism will be reduced. No assurance can be given that
the mortality experience of Savvly will conform to that reflected in the
Actuarial Life Table.

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. 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.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.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. 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. 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. Savvly and the Savvly logo are trademarks of Savvly Advisor LLC,
registered in the United States.