Take Twenty Minutes, Gain a Financial Advisor for Life
Why Pave
Pave is for anyone willing to invest in future financial wellness.
We will inform, advise, and support you along your investing journey. With Pave, you can work toward peace of mind and financial freedom by taking control of your financial security.
We will inform, advise, and support you along your investing journey. With Pave, you can work toward peace of mind and financial freedom by taking control of your financial security.
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Control
Forge Your Own Path
Take control of your future by making your money work for you. Investing is an opportunity to work toward your future financial well-being. The only person who can determine your ceiling is you.
Self Reliance
Invest in the future you earned
Security has little to do with the amount of money in your bank account. It’s about knowing you’re capable of meeting any challenge that comes your way. Building that confidence requires equipping yourself with the right tools.
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Freedom
Power your potential
When you take steps toward financial security, you feel capable of seizing opportunities and overcoming challenges. Empower yourself to live life driven by a sense of power & purpose.
What Makes Pave Different
Pave combines the control and transparency of a brokerage firm with the guidance and experience of an investment advisor. You used to need millions to access our level of personalization and hands-on approach to portfolio management1. With Pave, the whole is definitely greater than the sum of its parts.
Investment tools
Investment guidance
Portfolio transparency
Market adaptive adjustments
Unique portfolios built around you
Personalized portfolio statistics
Control over portfolio management
The Future
The Fund
Titan
The Robo-Advisor
Wealthfront
The Broker
Robinhood
The Future
The Fund
Titan
The Robo-Advisor
Wealthfront
The Broker
Robinhood
Investment tools
Investment guidance
Portfolio transparency
Market adaptive adjustments
No account service fee under $10K*
Unique portfolios built around you
Personalized portfolio statistics
Control over portfolio management
How Pave Works
Portfolios are generated using Pave’s proprietary technology, which has been optimized over the course of 20 years and used to manage billions of dollars1.
Asset Scoring
Pave generates risk and return scores for the vast majority of publicly traded stocks on a week to week basis. These scores give our portfolio construction system an indication of how well a stock is expected to perform and where its risk comes from.
Portfolio Construction
Pave’s portfolio construction system takes in your financial goals and personal values as well as our proprietary asset scores to generate investment recommendations that are tailored for current market conditions and tailored for you.
Periodic Updates
Pave re-optimizes your portfolio on a monthly basis to adjust for changes in the stocks you own or broader market conditions. You may receive more frequent portfolio updates when necessary, but this is rare. If your investment preferences change, Pave will build you a new portfolio suited to your new situation.
Asset Scoring
Pave generates risk and return scores for the vast majority of publicly traded stocks on a week to week basis. These scores give our portfolio construction system an indication of how well a stock is expected to perform and where its risk comes from.
Portfolio Construction
Pave’s portfolio construction system takes in your financial goals and personal values as well as our proprietary asset scores to generate investment recommendations that are tailored for current market conditions and tailored for you.
Periodic Updates
Pave re-optimizes your portfolio on a monthly basis to adjust for changes in the stocks you own or broader market conditions. You may receive more frequent portfolio updates when necessary, but this is rare. If your investment preferences change, Pave will build you a new portfolio suited to your new situation.
Our Commitment to Your Protection
We focus on the little things that keep you and your money safe.
Data Privacy
In today's world, data protection should be non-negotiable. Pave works to ensure your data privacy through encryption, fraud prevention, and a guarantee that your data will never be sold. Unlike other investment firms, our transparent product pricing is a commitment to the security you deserve.
Customer Support
Our team is available 24/7 to assist you. If you need help opening your account, understanding how Pave works, or simply have an investing question, please reach out to our customer support team by emailing support@pavefinance.com
Supporting each and every investor in their endeavor to create a brighter future
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