Life Changes, Your Investments Should Too

When you start with Pave, we ask you to share your financial goals, preferences, and values to ensure your portfolio uniquely suits you. However, we understand that your preferences and goals may evolve.

That is why Pave places you in complete control with:

• Effortless Updates: Head to your settings anytime to adjust your investment preferences.

• Expedited Impact: No need to wait! If you change your preferences, Pave immediately updates your portfolio, considers tax implications, and places trades to suit your new direction.

Let’s see this in action: 

Scenario 1: 

Problem: You discover that Company A’s environmental practices clash with your values. 

Solution: Simply add that company to your excluded assets list! Pave promptly re-optimizes your portfolio, ensuring alignment with your beliefs.

Scenario 2: 

Problem: You feel comfortable with your current financial standing, and realize a lower risk tolerance better suits your situation.

Solution: Head to the settings to change your risk tolerance and Pave will craft a fresh portfolio updated for the latest risk preference. 

True freedom is seizing control of your future trajectory. Pave makes sure your investments will always be aligned with your evolving goals. Download Pave today and experience the power of personalized, adaptable investing!

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