Answer Client Questions with Ease

When the market drops by close to 10% in less than a week, advisers start to get a lot of questions from their clients. Questions like:

• How were my investments impacted?
• Am I well positioned for the current market?
• What is your plan to keep me well positioned going forward?

These questions can put advisors in a difficult position, but it doesn’t need to be that way. With Pave’s proprietary portfolio management technology and reporting capabilities, advisers don’t need to get prepared for moments like these because they are already prepared.

What does this look like in practice? Let’s take the example of real portfolios managed with Pave. These portfolios are benchmarked to the S&P 500 and saw the following composite performance:

• 1/1/24 - 4/4/25: 3.33% average outperformance¹
• 4/1/25 - 4/4/25: 1.01% average outperformance²

Pave actively manages client portfolios with the aim of keeping them on the right side of everchanging market conditions all while ensuring they stay in line with client preferences. Advisers can automate all ongoing management and trading to stay on top of the market with ease.

When clients reach out or quarterly meetings roll around, advisers can lean on Pave’s reporting functionality to share pertinent information without needing to conduct complex research and analysis. Whether it be performance, fundamentals, or tax, advisers are presented with details about the portfolio itself and how it compares to its benchmark.

The dream scenario for any adviser during market volatility is to stand before their clients with good news to share. Make that dream a reality with Pave.

To learn more, please reach out by emailing sales@pavefinance.com or pressing the button below. We look forward to speaking with you.

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Risk Disclosure & Disclaimer

Copyright © 2025 Pave Finance, Inc. All rights reserved.

For Financial Professional Use Only

1. The performance information provided herein is for a relatively short period of time and may not represent the performance of Pave vs. the S&P 500 over a much longer period of time that includes different market conditions. Additionally, Pave clients generally pay management fees of X% which would have reduced this out-performance to an adjusted X%. Investors should view the performance of Pave over much longer periods that include a variety of market conditions before retaining Pave as their investment adviser.

2. The comparison of Pave advised portfolios to the S&P 500 over a four day period is not necessarily indicative of how Pave would perform over a longer period of time and during different market conditions. Because this information is for illustrative purposes only and encompasses such a short period of time, no investor should rely upon this information or make investment decisions based on this four-day example. Additionally, because clients of Pave generally pay certain management fees of X%, the out-performance of the Pave portfolios as compared to the S&P 500 would be reduced to X% for this abbreviated and unrepresentative period.

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. There is no guarantee any investment recommendations will be successful and there is a risk of losing money.

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