Take Twenty Minutes, Gain a Financial Advisor for Life
Why Pave
Pave is for anyone willing to invest in future financial wellness.
We will inform, advise, and support you along your investing journey. With Pave, you can work toward peace of mind and financial freedom by taking control of your financial security.
We will inform, advise, and support you along your investing journey. With Pave, you can work toward peace of mind and financial freedom by taking control of your financial security.
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Control
Create the future you want
Take control of your future by making your money work for you. Investing is an opportunity to create a higher quality of financial well-being for yourself and future generations. The only person who is able to determine your success is you.
Peace of Mind
Place yourself on a path to financial security
Financial security is about more than just stability. It’s also about creating comfort, happiness, and well-being in your life and the lives of those around you. Enjoy your present by investing today in a more secure future.
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Freedom
Spend more time living the life you deserve
Investing is not only about the future; it’s also about shaping your present. Everyone is working toward the freedom that comes with financial wellness. Pave does that work so you can live the life you deserve.
What Makes Pave Different
Pave combines the control and transparency of a brokerage firm with the guidance and experience of an investment advisor. You used to need millions to access our level of personalization and hands-on approach to portfolio management. With Pave, the whole is definitely greater than the sum of its parts.
Investment tools
Investment guidance
Portfolio transparency
Market adaptive adjustments
No account service fee under $10K*
Unique portfolios built around you
Personalized portfolio statistics
Control over portfolio management
The Future
The Fund
Titan
The Robo-Advisor
Wealthfront
The Broker
Robinhood
The Future
The Fund
Titan
The Robo-Advisor
Wealthfront
The Broker
Robinhood
Investment tools
Investment guidance
Portfolio transparency
Market adaptive adjustments
No account service fee under $10K*
Unique portfolios built around you
Personalized portfolio statistics
Control over portfolio management
How Pave Works
Portfolios are generated using Pave’s proprietary technology, which has been optimized over the course of 20 years and used to manage billions of dollars.
Asset Scoring
Pave generates risk and return scores for the vast majority of publicly traded stocks on a week to week basis. These scores give our portfolio construction system an indication of how well a stock is expected to perform and where its risk comes from.
Portfolio Construction
Pave’s portfolio construction system takes in your financial goals and personal values as well as our proprietary asset scores to generate investment recommendations that are tailored for current market conditions and tailored for you.
Periodic Updates
Pave re-optimizes your portfolio on a monthly basis to adjust for changes in the stocks you own or broader market conditions. You may receive more frequent portfolio updates when necessary, but this is rare. If your investment preferences change, Pave will build you a new portfolio suited to your new situation.
Asset Scoring
Pave generates risk and return scores for the vast majority of publicly traded stocks on a week to week basis. These scores give our portfolio construction system an indication of how well a stock is expected to perform and where its risk comes from.
Portfolio Construction
Pave’s portfolio construction system takes in your financial goals and personal values as well as our proprietary asset scores to generate investment recommendations that are tailored for current market conditions and tailored for you.
Periodic Updates
Pave re-optimizes your portfolio on a monthly basis to adjust for changes in the stocks you own or broader market conditions. You may receive more frequent portfolio updates when necessary, but this is rare. If your investment preferences change, Pave will build you a new portfolio suited to your new situation.
Our Commitment to Your Protection
We focus on the little things that keep you and your money safe.
Data Privacy
In today's world, data protection should be non-negotiable. Pave works to ensure your data privacy through encryption, fraud prevention, and a guarantee that your data will never be sold. Unlike other investment firms, our transparent product pricing is a commitment to the security you deserve.
Customer Support
Our team is available 24/7 to assist you. If you need help opening your account, understanding how Pave works, or simply have an investing question, please reach out to our customer support team by emailing support@pavefinance.com
Supporting each and every investor in their endeavor to create a brighter future
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