Bridging the Generational Gap

For Financial Professional Use Only

Advisers are increasingly having to work with a new generation of investors. These younger clients, often motivated by the excitement of events like the Gamestop saga, are eager to get involved in the markets. They may come to advisers as smaller accounts attached to their parents' portfolios, and their passion for investing presents a unique opportunity. Engaging with them now can help secure the continuity of your business and build goodwill with their parents. The challenge is to turn their initial enthusiasm into a serious, long-term approach to investing.

Pave provides a mechanism to engage these younger investors and guide them on their investment journey. Our portfolio approach helps them build a properly risk-managed stock portfolio of companies that excite them, while also incorporating any crypto holdings they own or wish to acquire.

This is how Pave can help you engage with younger clients:

• Holistic Portfolio Management: Pave allows you to create a personalized portfolio that reflects the client's interests. For example, you can build a "buy list" that includes companies they use daily, such as Coinbase, Robinhood, or Spotify. The software can also easily accommodate their preferences to exclude specific sectors or industries, such as energy stocks.
• Risk-Managed and Integrated: Pave's software analyzes individual holdings, including ETFs and cryptocurrencies, to properly measure and manage risk. It considers how crypto holdings might move in relation to their stock choices, providing a holistically risk-managed portfolio that evolves as market conditions change.
• Automated and Efficient: Once a portfolio is set up, Pave's automatic trading handles all portfolio management, execution, and reporting. This frees up your time to deepen your personal relationship with these next-generation clients, rather than spending it on research or trading.
• Scalable and Replicable: After creating an initial portfolio, you can save it as a template. This makes it easy to replicate a similar strategy for other long-tail accounts—such as other children of your clients—without any additional maintenance. This allows you to serve many clients efficiently while maintaining a personalized approach.

To learn more, please reach out by emailing sales@pavefinance.com or using the “book demo” below. We look forward to speaking with you.

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