Access Small & Mid Cap Strategies
Historically, it has been very difficult to find good small and mid cap managers. They are simply hard to come by. That used to pose a serious challenge when clients want to diversify out of large cap equities. Now with Pave Pro, advisors can build bespoke small or mid cap strategies to fit virtually any client circumstance.
Does your client want small cap exposure but has several assets and an entire industry they want to exclude? No problem. Pave Pro will do so and automatically re-optimize the portfolio to reduce asymmetric risk and minimize tracking error to the chosen benchmark.
How about if they have a large concentration of a certain asset and want to optimize around it with mid cap assets? With Pave Pro, that can be done at the touch of a button as well.
Pave Pro harnesses technology that powered strategies at a leading Wall Street private bank. It outperformed the market for over a decade while managing billions of dollars for high-net-worth individuals (1). Instead of trying to find a needle in a haystack, look towards Pave Pro to automatically build and manage high-quality, bespoke small and mid cap strategies for each individual client.
To learn more, please reach out by emailing salessupport@pavefinance.com or pressing the button below. We look forward to speaking with you.
“I don’t have to waste time or money dealing with 3rd party managers anymore. This thing is a game changer.” - RIA, $500M AUM (2)
Disclaimer
Copyright © 2024 Pave Finance, Inc. All rights reserved.
You are receiving this email because you opted in through our product or website
You can update your preferences or unsubscribe from this list.
1. Please see full performance disclaimers here.
2. Testimonial provided by Josh Allen in April of 2024. Josh is a current client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
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.
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.
.png)
.png)
Powering the Next Generation of
Portfolio Management
.svg)
.svg)
