Pave Finance

Welcome to Pave, a wealth management platform that fits in your pocket. Our technology used to manage billions for the wealthy and required a minimum investment of $50M (1). Now it is available to anyone with a smartphone and $50 to invest.

Pave is for anyone determined to invest in their future and maximize their present. Take control of your finances and invest in a way that is:

• Bespoke: Tailor your portfolio to your values & preferences. Exclude sectors, industries, & stocks you don’t want to invest in and optimize around assets you already own, all while investing according to your risk tolerance.

• Active: Pave monitors market conditions and periodically makes buy and sell updates to your portfolio. Markets evolve, and so should your investments.

• Effortless: Automate trading and recurring deposits to grow your wealth without sacrificing your time. With Pave, your passions can be your primary pursuit.

Welcome to the next generation of investing!

Feel free to contact us anytime at support@pavefinance.com
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Important Disclosures:

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.

We take protecting your data and privacy very seriously. Please see our privacy policy at https://www.pavefinance.com/s/Privacy-Policy.

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 (https://www.finra.org/#/) and SIPC (https://www.sipc.org/). You can review Pave Securities LLC with FINRA’s BrokerCheck (https://brokercheck.finra.org/).

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 at https://pavefinance.com/s/ADV-Part-2A and Form CRS at https://pavefinance.com/s/Form-CRS.

For Additional Information and Important Disclosures please go to https://pavefinance.com/s/Important-Disclosures.

Privacy Policy & Terms of Service:
https://www.pavefinance.com/legal