Model Portfolios

Recreate existing investment strategies and apply them to any account.

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Current Challenge

Model portfolios rose to prominence as a way to simplify investment management and reduce operational complexity for advisers. By standardizing portfolios across multiple clients, advisers can streamline rebalancing, trading, and oversight. However, this efficiency comes at the cost of true personalization as the model itself becomes the personalization, with limited flexibility to tailor portfolios beyond the predefined options.

To add more investment expertise or customization, advisers often rely on third-party managers or TAMPs (Turnkey Asset Management Platforms), which can significantly increase costs—sometimes exceeding 1% of AUM. Even with these added layers, model portfolios still fail to deliver individualized strategies that reflect each client’s unique goals, preferences, and constraints. Ultimately, they represent a compromise: a practical but imperfect solution born from the time and complexity involved in offering truly personalized portfolios at scale.

Pave Solution

Pave empowers advisers to modernize their model portfolio approach by offering a flexible, scalable alternative that doesn't sacrifice personalization. Using investment preference templates, advisers can easily recreate model portfolios and apply them across a multitude of client accounts—streamlining operations while maintaining a consistent baseline strategy. Unlike traditional models, Pave allows for portfolio-level customization, enabling advisers to layer in specific client preferences such as exclusions, non-tradable assets, and tax considerations, all while keeping portfolios aligned with their chosen benchmark.

Powered by a proprietary optimization engine, Pave dynamically adjusts allocations over time, intending to maximize returns and minimize risk to the benchmark and ensure that portfolios remain in sync with client goals. With Autopilot, advisers can fully automate management and trading, freeing up valuable time without compromising quality. Plus, Pave integrates seamlessly with a firm’s existing custodian, allowing advisers to get started in an average of five business days.

See It in Action

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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.

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Personalize

Further personalize Value-based Personalization Screens to create portfolios as unique as your clients.

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Start saving up to 18 hours per week with automated portfolio management

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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.

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