How Does Pave Protect Assets You Don't Want to Sell?

While Pave will regularly recommend trades, it’s important to note that you, the investor, ultimately decide whether to act on our recommendations.

In certain cases, there are reasons why you might choose to hold onto an asset in your portfolio. These reasons could include your belief in the asset's long-term potential, its alignment with an individual investment strategy, or personal attachment.

Pave offers unique flexibility for investors who prefer to keep certain assets in their portfolios. To do so, simply designate assets as non-tradeable, allowing our optimization technology to create a portfolio built uniquely for you around the assets you don’t want to sell. This feature provides a sense of security and comfort, knowing that your chosen assets are protected.

To utilize this feature, navigate to your Investment Preferences within the account page. Here, you will find several customizable portfolio settings, including a toggle for marking assets in your current portfolio as non-tradable. 

Always make sure to check the statistics of your overall portfolio. If the risk seems high or the return seems low, you can check how Pave scores the assets you want to keep. Pave will always attempt to control the risk and return of your portfolio, but this can only be done within reason.

Disclaimer

Copyright © 2024 Pave Finance, Inc. All rights reserved.
You are receiving this email because you opted in through our product or website

You can update your preferences or unsubscribe from this list.

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.

Pave Investment Advisors, 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.

Advisory 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 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.

Please see ADV Part 2A here and Form CRS here.

For Additional Information and Important Disclosures please click here.