LifeGoal Conservative Wealth Builder ETF (ticker: SAVN) is a low cost, diversified ETF that’s professionally managed for people that want to grow their wealth conservatively.
- Investment Goal: Seek to provide preservation of capital and some capital appreciation.
- Active Management: The managers use research and analysis in an effort to determine which bonds and stocks from around the world will produce the most favorable outlook for achieving the intended investment goal.
- Environmental Social Governance: The managers will consider ESG in all aspects of the investment process.
- Design: Generally will be about 15% stocks (higher risk) and 85% bonds (lower risk).
- Management Fees: $3.40 annually per $1,000 investment.
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