Savvly vs CleverAlpha

Navigating the world of retirement investments can be daunting. With countless options and unpredictable markets, ensuring a comfortable retirement on your terms often feels like a gamble. Enter Savvly, your private, market-driven social security. Investing as little as $100/month can provide you with late-life payouts designed to return 2-3x more than investing in the same funds on your own. WHY CHOOSE SAVVLY? + MAXIMIZE RETURNS: Late-life payouts consist of two sources of return: both market gains and uncorrelated long-life bonuses. + FLEXIBILITY IN RETIREMENT: Helps you retire early, spend more now, or invest more aggressively, expecting more money at your payout ages. + PEACE OF MIND: With Savvly, you don't have to worry about outliving your savings or becoming a burden on your loved ones. + TAX EFFICIENT: Savvly is designed to be tax-efficient and helps you keep more of your hard-earned money. HOW? Similar to traditional Social Security, the longer you live, the more you can get over time. When some investors withdraw or pass away early, their market returns (and in some cases, potentially a small fraction of their principle) are reallocated to other Savvly investors as a long-life bonus. DOWNLOAD THE APP TO: + ESTIMATE YOUR PAYOUTS: Play out different scenarios and compare your Savvly payouts to what you’d achieve investing in the same funds without Savvly. + LEARN ABOUT SAVVLY: Unlock bite-size lessons on how Savvly works with Sally, your Savvly AI advisor. + GET STARTED INVESTING: Get started on your investment journey by connecting with the Savvly team, right from the app. Savvly is currently available for Accredited Investors who earn more than $200k per year (or $300k per year with your spouse), have a net worth of $1M or more, or are an investment professional. HOW INVESTING IN SAVVLY WORKS: + Set up a monthly draw or invest just once. Your money is automatically invested in a low-cost ETF that tracks the S&P 500. Your investment is always held safe with the largest asset management firms, like Vanguard. + The market dictates performance with returns building over time. At your chosen payout ages you get your original investment, its market returns, and your Savvly long-life bonus determined by actuarial science — the same science insurance companies use. + 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.* PARTNERS OF: Techstars, AgeTech Collaborative from AARP, and Pivotal Ventures an investment and incubation company created by Melinda French Gates. Disclosures *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. 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.

CLEVERALPHA - PROFESSIONAL ASSET MANAGEMENT FOR EVERYONE Take control of your financial future with CleverAlpha, the comprehensive mobile asset management platform designed to help you build and manage your investment portfolio with confidence. REAL-TIME PORTFOLIO TRACKING Monitor your investments with live updates and comprehensive portfolio views. Track performance across all your accounts in one unified dashboard, giving you instant insight into your financial health. ADVANCED ANALYTICS & CHARTS Visualize your investment performance with interactive charts and detailed analytics. View holdings breakdowns, track asset allocation, and analyze trends with professional-grade data visualization tools. MULTIPLE ACCOUNT TYPES • Traditional IRA accounts • Roth IRA accounts • Custodial accounts for minors • Individual brokerage accounts FLEXIBLE FUNDING OPTIONS Fund your accounts your way with multiple convenient options: • ACH electronic transfers • Wire transfers with detailed instructions • Check deposits via mail • Account transfers and rollovers COMPREHENSIVE ONBOARDING Our guided onboarding process helps you: • Set financial goals tailored to your situation • Determine your risk tolerance • Choose initial asset allocation • Complete identity verification securely • Set up trusted contacts for account protection DOCUMENT MANAGEMENT Access all your important financial documents directly in the app. Download statements, tax forms, and account records whenever you need them. SECURE ACCOUNT MANAGEMENT • Bank account linking for seamless transfers • ACH payment scheduling and management • Personal information updates • Password management with security requirements • Biometric authentication support PERSONALIZED EXPERIENCE • Customizable dashboard views • Performance tracking across timeframes • Employment and income verification for IRA eligibility • Tax attestation and regulatory compliance tools • Alternative investment options PROFESSIONAL SUPPORT Access help when you need it with comprehensive support resources and dedicated account assistance. WHY CHOOSE CLEVERALPHA? • Intuitive, user-friendly interface designed for iOS • Secure, encrypted data protection • Professional-grade investment tools • Complete transparency in fees and holdings • Regulatory compliant and secure GETTING STARTED IS EASY 1. Download and create your account 2. Complete the guided onboarding process 3. Choose your account type and funding method 4. Set your investment goals and risk preferences 5. Start building your financial future Whether you're just starting your investment journey or you're an experienced investor looking for a comprehensive mobile solution, CleverAlpha provides the tools and features you need to manage your assets effectively. Download CleverAlpha today and take the first step toward achieving your financial goals. --- Important: Investment involves risk. Past performance does not guarantee future results. Please read all account documentation carefully before investing.