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Pave
Academy

Welcome to Pave Academy, the ultimate learning center for anyone looking to embark on their investing journey.
Chair and rocket
Module 1
Introduction to Investing
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Module 2
Basic Investment Concepts
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Module 3
Understanding Different Investment Strategies
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Module 4
Overview of Investment Accounts
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Module 5
Stock Investing
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Module 6
Bond Investing
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Module 7
Mutual Funds and ETFs
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Module 8
Risk Management
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Module 9
Retirement Planning
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Module 10
Putting It All Together
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1. Pave’s software and asset scoring system was created by Mr. Stephen Evans. Mr. Evans further developed the software while at US Trust where he managed separate accounts in the World Thematic Alpha Portfolio (“WTAP”). The WTAP separate managed portfolios required hundreds of thousands of dollars in an account to receive the model portfolio. Additionally, Mr. Evans provided customized portfolios using the software for accounts that had anywhere from $50 million to $100 million depending on the strategy. There were less than 30 customized accounts managed by Mr. Evans. This same customization is what Pave is now providing to clients.
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will be successful and there is a risk of losing money.
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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.
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Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC
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Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.
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purposes only and should not be considered specific investment or planning advice applicable
to each individual.
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