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!

.

.

.

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.

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.