Loreva LLC Information

Loreva is a chief of staff for your money, a thought partner that remembers your goals, brings your financial picture together, and helps you make more informed decisions. Many households with $250K to $10M in investable assets fall into an overlooked gap. Budgeting apps focus on spending, while traditional financial advice often comes with fees based on total assets. In between, people are left to coordinate retirement, education, home purchases, emergency reserves, and investments across multiple accounts, without a clear view of how everything fits together. Loreva is being built to close that gap. With Loreva, you can define your goals, connect or enter your investment accounts, and understand how your holdings align with what you want to achieve. Loreva surfaces areas worth reviewing, such as cash that has remained idle or a portfolio that may have drifted from a goal, and explains its reasoning in plain language. Loreva does not make decisions for you. It gives you the context to make better-informed ones. Two principles guide everything we build: • Loreva remembers. Your goals, household, and financial context carry forward, so each conversation builds on the last. • You stay in control. You can see, edit, or delete what Loreva knows about you. Your information is held in a private vault dedicated to you. Loreva provides financial information and education, not investment advice. We are currently in invite-only beta, learning alongside a small group of households and improving with their feedback. Learn more at myloreva.com