Conservative Portfolio

Conservative Portfolio logo

Aims to provide wealth preservation through lower risk investments.

Risk level
Lower
Yellow idea logo
Could be right for:
Anyone that wants "Safety First"

How it works

The Conservative Portfolio aims to minimize risk while growing your assets over time. This plan invests in lower-risk options designed to preserve your capital and protect what you’ve saved.

It’s a solid choice for those who prioritize safety and want to limit the potential for loss while aiming for slow, steady growth.

Check out all our plans
Asset allocation
Income
80%
Equity
20%
Asset allocation donut chart

Be Retirement Confident.

Roll over all your old 401(k)s into a PensionBee Individual Retirement Account (IRA). It takes just a few minutes to sign up.

Get started
product shot showing the pensionbee app