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Individualized SMAs
Generate and manage individual strategies for each client with ease.
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Current Challenge
Managing individualized separately managed accounts (SMAs) presents significant challenges, particularly when it comes to personalization and scalability. Crafting unique portfolios for each client that reflect their specific preferences, constraints, and risk profiles requires a high level of customization that is both time-intensive and operationally complex. Advisers must navigate a range of variables—from individual asset restrictions to tax considerations—making the initial construction of personalized portfolios a resource-heavy process.
The challenge only grows over time, as maintaining these portfolios requires ongoing monitoring, management, and trading to keep them aligned with market conditions and client objectives. Without automation, this level of active management becomes extremely difficult to sustain across a large client base. The result is that many firms either limit personalization or resort to model portfolios that sacrifice individual customization for scale—leaving a gap between what clients want and what most advisors can realistically deliver.
The challenge only grows over time, as maintaining these portfolios requires ongoing monitoring, management, and trading to keep them aligned with market conditions and client objectives. Without automation, this level of active management becomes extremely difficult to sustain across a large client base. The result is that many firms either limit personalization or resort to model portfolios that sacrifice individual customization for scale—leaving a gap between what clients want and what most advisors can realistically deliver.
Pave Solution
Pave transforms the way advisers manage individualized SMAs by making the process of building and maintaining custom portfolios effortless and scalable. Advisers simply input client-specific preferences—such as sector or asset exclusions, risk tolerance, tax considerations, and even assets a client prefers not to sell—and Pave instantly generates a personalized portfolio of individual assets tailored to those inputs. What once took hours or days of manual work now happens in seconds, without sacrificing the depth of customization clients expect.
Beyond portfolio creation, advisers can turn on Autopilot, enabling Pave to handle continuous monitoring, management, and trading. All of this is done through an integration with the firm’s existing custodian, so no asset transfers are required. Advisers can now build and manage hyper-personalized SMAs for every client without adding operational strain. Additionally, Pave’s robust reporting tools make it easy to stay engaged, giving advisers everything they need to prepare for client reviews and quarterly check-ins with clarity and confidence.
Beyond portfolio creation, advisers can turn on Autopilot, enabling Pave to handle continuous monitoring, management, and trading. All of this is done through an integration with the firm’s existing custodian, so no asset transfers are required. Advisers can now build and manage hyper-personalized SMAs for every client without adding operational strain. Additionally, Pave’s robust reporting tools make it easy to stay engaged, giving advisers everything they need to prepare for client reviews and quarterly check-ins with clarity and confidence.
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See It in Action
Learn how to implement Value-based Personalization Screens within Pave
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Reimagine Your Firm's Potential
Evolve your investment strategies and client relationships through the power of automation and personalization.
Automate
Implement Value-based Personalization Screens and turn on Autopilot to save each advisor up to 60 days a year.
Learn More
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Personalize
Further personalize Value-based Personalization Screens to create portfolios as unique as your clients.
Learn More
Start saving up to 18 hours per week with automated portfolio management
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Powering the Next Generation of Portfolio Management
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New York, NY 10016
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4 Source: Vanguard; Pave performance is actual performance of the Islay affiliate Systematic Alpha investments, LLC. Please see disclaimers at the end for more details
The above material is for educational purposes only and not an offer, solicitation, or recommendation. Investing is speculative and involves risk, including the possible loss of principal. Performance herein is from Pave affiliate, Systematic Alpha Investments, LLC (“Systematic Alpha”). Systematic Alpha is a registered investment adviser. Such registration does not imply any level of expertise by the registrant. Performance assumes the reinvestment of all interest, capital gains, dividends, and fees and expenses of 0.5% charged on an annualized basis. Past performance is no guarantee of future results. Performance results may vary on an investor-by-investor basis.
For Financial Professional Use Only.
Any videos are for illustrative purposes only, Pave is not recommending any specific investments.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. Please see our privacy policy here.
Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.
Securities offered through Pave Securities, LLC – New York, NY. Member FINRA/SIPC. You can review Pave Securities LLC with FINRA’s BrokerCheck BrokerCheck.
Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Securities, LLC.
Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.
The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.
Please see ADV Part 2A here and Form CRS here.
For Additional Information and Important Disclosures please click here.
Any videos are for illustrative purposes only, Pave is not recommending any specific investments.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. Please see our privacy policy here.
Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.
Securities offered through Pave Securities, LLC – New York, NY. Member FINRA/SIPC. You can review Pave Securities LLC with FINRA’s BrokerCheck BrokerCheck.
Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Securities, LLC.
Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.
The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.
Please see ADV Part 2A here and Form CRS here.
For Additional Information and Important Disclosures please click here.
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