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Case Studies
Saveior can help individuals, businesses, and nonprofits maximize their savings and long-term investments. We are dedicated to maintaining client privacy, so we show hypothetical case studies based on real world clients.
Anna is a recent college graduate from UC Berkeley. She is working at a tech firm in San Francisco and saving diligently for general purposes, including travel and emergencies. Anna want to see her savings grow but wants to avoid large losses, so she selects a safe savings strategy with 6% target annual returns and a target maximum potential downside movement of 5%.
Anna Johnson
Individual Client @ Saveior
Eric is the founder of a small husband-wife steel business. His company has several hundred thousand dollars in the bank. Eric does not want to risk his company’s cash reserves because they may be used later in the year, so he opts to put part of the funds in Saveior’s FDIC-insured cash investment program yielding 1.8%, and puts the rest in short-term bonds yielding ~2.5%.
Eric Black
Founder @ Small Business
John is the CEO of a public charity with a long-term investment portfolio over $1 million. John does not want to pay the 1%+ management fees that advisors typically charge and wants an expert to manage the nonprofit’s capital. John selects Saveior because it reduces investment fees by over 50% and handles his nonprofit’s short- and long-term investments.
John Collins
CEO @ Public Nonprofit
4
Supported Brokers
2-10%
Target Annual Returns
100+
Savings Strategies to Fit Every Need
Brokerage Partners
Saveior holds client assets at our custodian Folio Institutional. We can also link our automated saving systems with accounts over $100,000 at Vanguard, Interactive Brokers, and TD Ameritrade. Your funds are held at major brokerage firms that are themselves backed by the Securities Investor Protection Corporation (SIPC). If you need a new Saveior-compatible brokerage account, please click the Folio Institutional logo below.
Contact Us
Please contact us if you have any questions or would like to get started with Saveior. Our team will respond to your inquiry promptly.