Advisors Trust Pave to Manage $4B+ in Client Assets

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$1,000,000/ year

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$150,000 / year

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With Pave, you will save $3.8M and reclaim 300 hours each year by automating portfolio management. Don’t settle for less.1

Pave will enable your firm to reclaim 300 hours every year. We think that is worth $3.8M? Spend less time doing more.1

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Built on Trust

Advisers Trust Pave to Manage $4B+ in Client Assets

“I am obsessed with your product!”
TCP Asset Management
AUM: $822 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“Pave Pro has been a valuable addition to our investment offerings, providing a seamless way to match or even outperform index returns.”
TCP Asset Management
AUM: $822 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“The Pave technology has greatly simplified our trading and rebalancing. It has also enhanced the returns of our portfolio.”
Fried Asset Management, Inc.
AUM: $29 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“Pave Pro has been a valuable addition to our investment offerings, providing a seamless way to match or even outperform index returns.”
TCP Asset Management
AUM: $822 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“I am obsessed with your product!”
TCP Asset Management
AUM: $822 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“Pave Pro has been a valuable addition to our investment offerings, providing a seamless way to match or even outperform index returns.”
TCP Asset Management
AUM: $822 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“The Pave technology has greatly simplified our trading and rebalancing. It has also enhanced the returns of our portfolio.”
Fried Asset Management, Inc.
AUM: $29 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“Pave Pro has been a valuable addition to our investment offerings, providing a seamless way to match or even outperform index returns.”
TCP Asset Management
AUM: $822 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
10,000+ Client Portfolios Run on Pave

FAQs

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4 Source: Vanguard; Pave performance is actual performance of the Islay affiliate Systematic Alpha investments, LLC. Please see disclaimers at the end for more details
The above material is for educational purposes only and not an offer, solicitation, or recommendation. Investing is speculative and involves risk, including the possible loss of principal. Performance herein is from Pave affiliate, Systematic Alpha Investments, LLC (“Systematic Alpha”). Systematic Alpha is a registered investment adviser. Such registration does not imply any level of expertise by the registrant. Performance assumes the reinvestment of all interest, capital gains, dividends, and fees and expenses of 0.5% charged on an annualized basis. Past performance is no guarantee of future results. Performance results may vary on an investor-by-investor basis.
For Financial Professional Use Only.
Any videos are for illustrative purposes only, Pave is not recommending any specific investments.
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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.
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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.
  • Kites, Michael. “How Do Financial Advisors Actually Spend Their Time?” Kitces.com, 18 Mar. 2019,
www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/.
Accessed 19 Mar. 2025.
  • Assets described herein is the combination of all assets being managed by Pave Investment Advisors, LLC on a discretionary and non-discretionary basis as of February 28, 2025.  In addition this includes the assets being managed on a discretionary basis by Pave affiliate, Systematic Alpha Investments, LLC as of February 28,2025. Systematic Alpha is a Registered Investment Advisor with registered offices at 36 Mercer St., Princeton, NJ 08540. The investment philosophies and methodologies utilized to achieve the results are planned to be used for future investments by Pave’s technology.  



    Past performance is no guarantee or indicative of future results. Performance results may vary on an investor-by-investor basis. Past performance of Pave’s strategy and recommendations cannot be construed as an indicator of the future performance because of, among other things, possible differences in market conditions, investment strategy and regulatory climate. There is no assurance that Pave’s strategy will achieve its investment objective. Future investments, however, may be made under different economic conditions and in different securities using different investment strategies. Accordingly, future results may differ from the past performance. This information changes on a daily basis and the actual holdings and metrics associated with the holdings may vary from the information presented here.
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