Built to Navigate a New Era
Leadership Profile
Our team combines over 200 years of experience at financial institutions such as Goldman Sachs, Morgan Stanley, Bank of America, Merrill Lynch, J.P. Morgan, Fidelity, and several hedge funds as well as technology companies such as Google, Apple, Meta, Amazon, Wealthfront, DriveWealth, and E-Trade.
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The Experiences that Shape Pave
Executive at several Wall Street private wealth groups overseeing tens of billions in client assets
COO, CFO, and CIO of several hedge funds, including a Tiger Cub
Portfolio manager of a $7B book at bulge bracket private wealth group
Founder and CIO of a top-10 performing global hedge fund
Advisor on digital growth strategy to Fortune 100 financial institutions
Founder of two bulge bracket bank prime brokerage businesses
COO & CFO for several hedge funds and asset management firms
Chief Counsel for digital brokerage firm acquired by a bulge bracket bank
Leader of financial services and investment management practices for a global law firm
Oversaw scalability and cybersecurity efforts for software products used by billions
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Historical Performance
Pave's affiliate discretionary, proprietary models beat the S&P 500 by an average of 3% every year for over a decade while managing billions of high-net-worth capital.1
If you had invested $100K of a client's funds with Pave at the end of April 2010, they would have $750K by the end of December 2023, compared to the $525K if they had invested in the S&P 500.
18.57%
Average Annual
Rate of Return 2
Rate of Return 2
0.94
Information
Ratio 3
Ratio 3
107%
Upside
Capture 3
Capture 3
79.18%
Downside
Capture 3
Capture 3
Pave Pro is a technology, not a strategy; this data tracks across benchmarks.4
1 From 4/31/2010 to 12/31/2023 2 Average annualized return from inception 3 Using the S&P 500 as a benchmark
Company Values
Practice Integrity
A great deal of trust is placed upon us by our clients, our investors, and each other. Honor that trust by making ethical, transparent, and well-intentioned decisions.
Stay Curious
Listen first and talk second. There is always something to learn from those around you.
Embrace Innovation
Be open and adaptive to new ideas. We are building something transformational, so embrace innovation with resourcefulness, enthusiasm, and resilience.
Seek Collaboration
Nothing revolutionary can be accomplished without teamwork. Seek out and value contribution from a diverse set of perspectives whether they be from colleagues, partners, or clients.
Empower Growth
Support each other with compassion and grace. Communicate constructive criticism and empower your colleagues to become the best version of themselves.
Think the Impossible
Challenge yourself to think the impossible. Who knows, once it’s out there, we just might be able to do it.
Be Humble
Accept responsibility and take accountability for your actions. We can always improve.
Our Commitment to Your Firm & Your Clients
We focus on the little things that keep your client's data & money safe.
Data Privacy
Pave Pro integrates with your custodian so client assets can stay put and benefit from bank level security. All client data that Pave Pro interacts with is encrypted and secured. When onboarding a new firm, we work with both the firm and the custodian to verify identities and ensure no bad actors are able to gain access to your Firm’s sensitive data. Additionally, Pave Pro offers multi-factor authentication to add an additional layer of security at login.
Customer Support
Our team is available 24/7 to assist you. If you need help connecting accounts, maximizing Pave Pro’s functionality, or simply have questions on the state of the market, please reach out to our customer support team by emailing support@pavefinance.com.
Data Privacy
Pave Pro integrates with your custodian so client assets can stay put and benefit from bank level security. All client data that Pave Pro interacts with is encrypted and secured. When onboarding a new firm, we work with both the firm and the custodian to verify identities and ensure no bad actors are able to gain access to your Firm’s sensitive data. Additionally, Pave Pro offers multi-factor authentication to add an additional layer of security at login.
Customer Support
Our team is available 24/7 to assist you. If you need help connecting accounts, maximizing Pave Pro’s functionality, or simply have questions on the state of the market, please reach out to our customer support team by emailing support@pavefinance.com.
Build Your Firm on a Powerful Foundation
Are you interested in learning more about Pave Pro? Please reach out, we are happy to chat.
Powering the Next Generation of
Portfolio Management
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© Copyright 2024 Pave Finance, Inc. All Rights Reserved
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.