Configure custom solutions for your entire client base

Replicate, enhance, or create the investment strategies required to support your full book of business. Utilize software that generates answers for any question an adviser might face.

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Optimize For Every Preference

Tax

Limit realized gains, harvest losses, and balance taxes against performance.

Benchmark

Select one of 16 benchmarks to target the preferred client risk level.

Asset Class

Include exposure to equities, fixed income, crypto, and more.

Exclusions

Exclude sectors, industries, or individual assets.

Buy Lists

Ensure portfolios are constructed using approved assets.

Performance Priority

Prioritize tracking error, outperformance, or a balance of both.

Factor Tilts

Embed your management view into client portfolios.

Non-Tradable Assets

Retain and optimize around existing asset allocations.

Cash Management

Maintain optimal liquidity levels by setting custom cash targets.

Easily apply custom preferences across portfolios

Create investment templates to manage and apply strategies across multiple portfolios. Maintain flexibility with account level adjustments should unique client circumstances arise.

Build your vision with Pave

Tailor Pave to create solutions for specific firm or client needs.

Direct Indexing & Tax Loss Harvesting

Investment Preferences:

Benchmark

Tax

Performance Priority

Learn More

Value-based Personalization Screens

Investment Preferences:

Exclusions

Buy Lists

Learn More

Concentrated Position Management

Investment Preferences:

Non-tradable assets

Learn More

Strategy Optimization

Investment Preferences:

Non-tradable assets

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Custom Direct Indexing

Investment Preferences:

Benchmark

Exclusions

Performance Priority

Learn More

Model Portfolios

Investment Preferences:

Investment Templates

Learn More

Individualized SMAs

Investment Preferences:

All of the above

Tax

Performance Priority

Learn More

What will you build with Pave?

Pave creates custom solutions for every client situation. If you are curious whether Pave can help you, input your scenario and find out.

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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.
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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.
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Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.
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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.

Kites, Michael. “How Do Financial Advisors Actually Spend Their Time?” Kitces.com, 18 Mar. 2019, www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/. Accessed 19 Mar. 2025.
Ibid
Performance herein is from Pave affiliate, Systematic Alpha. Systematic Alpha is a Registered Investment Advisor with registered offices at 36 Mercer St., Princeton, NJ 08540. Systemic Alpha and the performance outlined is from a representative account using the same investment methodology and strategy outlined, discussed and used by Pave. The results discussed were made in different economic environments and at a different time, there is no guarantee Pave can replicate or achieve these same results. Investing is speculative and involves risk, including the possible loss of principal. Past performance is no guarantee of future results.  

Performance results may vary on an investor-by-investor basis. Past performance of Pave’s strategy and recommendations cannot be construed as an indicator of the future performance because of, among other things, possible differences in market conditions, investment strategy and regulatory climate. There is no assurance that Pave’s strategy will achieve its investment objective. Past performance is not indicative of future results.  

The investment philosophies and methodologies utilized to achieve the results are planned to be used for future investments by Pave’s technology. Future investments, however, may be made under different economic conditions and in different securities using different investment strategies. Accordingly, future results may differ from the past performance presented above.
Assets described herein is the combination of all assets being managed by Pave Investment Advisors, LLC on a discretionary and non-discretionary basis as of February 28, 2025. In addition this includes the assets being managed on a discretionary basis by Pave affiliate, Systematic Alpha Investments, LLC as of February 28,2025. Systematic Alpha is a Registered Investment Advisor with registered offices at 36 Mercer St., Princeton, NJ 08540. The investment philosophies and methodologies utilized to achieve the results are planned to be used for future investments by Pave’s technology.   

Past performance is no guarantee or indicative of future results. Performance results may vary on an investor-by-investor basis. Past performance of Pave’s strategy and recommendations cannot be construed as an indicator of the future performance because of, among other things, possible differences in market conditions, investment strategy and regulatory climate. There is no assurance that Pave’s strategy will achieve its investment objective. Future investments, however, may be made under different economic conditions and in different securities using different investment strategies. Accordingly, future results may differ from the past performance. This information changes on a daily basis and the actual holdings and metrics associated with the holdings may vary from the information presented here.