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How Pave Crafts Your Perfect Portfolio
Pave Product
April 18, 2024

How Pave Crafts Your Perfect Portfolio

The Power Is in Your Hands

Pave empowers you to take control of your financial future with a personalized portfolio built just for you. We provide trade recommendations, but you always have the final say before we place any trades. Everyone deserves access to powerful investment tools, and Pave makes that a reality.  Download the Pave app today and start building your wealth your way!

Creating the Perfect Portfolio

Pave’s technology goes far beyond just picking assets. When you open a Pave account, our portfolio generation process uses a series of calculations to create a portfolio aligned with your preferences and market conditions.

  • Built Around You: When you tell Pave your goals, preferences, and values, we understand your aspirations and risk comfort level, setting the stage for a truly unique portfolio.
  • Optimized to the Market: Your choices and our asset scores become key inputs in our Portfolio Optimization Process. This process prioritizes maximizing your return potential, controlling your risk, and ensuring diversification across your portfolio.
  • Ready for Trading: After this optimization, Pave performs additional checks and uses the latest asset pricing data to create your personalized, final portfolio!

Disclaimer

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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.

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