rocket

From Market News to Investment Tips

Explore Pave's Perspective
rocket
Categories:
All
arrow
All
arrow
Three-Pointer
Pave Product
Categories:
All
arrow
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Pave Product
April 18, 2024

How Pave Crafts Your Perfect Portfolio

Pave Product
April 11, 2024

How Pave Helps You Select Investments

Pave Product
April 4, 2024

ETF or Mutual Funds

Pave Product
March 28, 2024

Get Ready for the Future of Finance with Pave

Pave Finance Logo

Supporting each and every investor in their endeavor to create a brighter future

HomeProductAboutContact UsAcademyNewsletterLegalPave Pro
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Download Now
© Copyright 2024 Pave Finance, Inc. All Rights Reserved
171 Madison Ave. Suite 1500 New York, NY 10016
hello@pavefinance.com
+1 (646) 690-2800
1. Pave’s software and asset scoring system was created by Mr. Stephen Evans. Mr. Evans further developed the software while at US Trust where he managed separate accounts in the World Thematic Alpha Portfolio (“WTAP”). The WTAP separate managed portfolios required hundreds of thousands of dollars in an account to receive the model portfolio. Additionally, Mr. Evans provided customized portfolios using the software for accounts that had anywhere from $50 million to $100 million depending on the strategy. There were less than 30 customized accounts managed by Mr. Evans. This same customization is what Pave is now providing to clients.
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. There is no guarantee any investment recommendations
will be successful and there is a risk of losing money.
‍
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.