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Concentrated Position Management

Optimize around concentrations to create bespoke, risk-managed portfolios

Long Tail Account Automation Portfolios

Automate smaller client accounts to reduce workload without sacrificing service

Custom Direct Indexing

Meet client demands and control tracking error with individual asset allocations

Strategy Optimization

Input a list of desired assets and receive an optimized portfolio allocation

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Recreate existing investment strategies and apply them to any account

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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.
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Pave Investment Advisers, 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.

Advisery 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 Advisers, 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.

Kitces, Michael. The Kitces Report: How Financial Planners Actually Do Financial Planning. Vol. 2, 2024, Kitces.com, https://www.kitces.com/kitces-report-how-financial-planners-actually-do-financial-planning/.
Ibid
Performance herein is from Pave affiliate, Systematic Alpha. Systematic Alpha is a Registered Investment Adviser 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 Advisers, 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.

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