Invest with Your Values

Sam grew up in a family of artists who ensured she worked hard and understood that her effort would determine her future. As a kid, Sam became obsessed with the reality of saving and would put her allowance into distinct categories of items she wanted to save up for. However, Sam’s first job after college made her aware of the power of investing and compound interest.

But Sam wanted her money to work for more than her future; she wanted it to make a difference. During college, she grew to be very passionate about climate change issues and now wanted to invest in that passion. Sam quickly found that traditional investing options were either inaccessible or could not provide the level of personalization she wanted in her portfolio.

How Pave Can Help

Pave is a tool for investors to ensure their investment portfolios align with their values. Now, investors don’t have to settle for finding an off-the-shelf portfolio that best aligns with the companies they want to invest in. With Pave, you can access customization that allows for exposure to every sector you may be interested in - all without ever investing in a specific stock that doesn’t align with your current preferences.

Pave can help Sam create a portfolio that supports her beliefs. She can change her preferences, and Pave will provide monthly trade recommendations to help maintain the portfolio’s intended performance.

For example, Sam can go into her investment preferences and exclude the “oil, gas, and consumable fuels” industry from her desired investments.

Investing in your future should start with your values. With Pave, your money goes towards the causes and assets you support without having to make concessions to balance your portfolio. Access the next generation of wealth management and start building the future you deserve today!

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Testimonial provided on April 1st, 2024, by Sam L. She is a client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.

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