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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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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
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the purchase or sale of any security. There is no guarantee any investment recommendations
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.
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.
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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.
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