Custom Direct Indexing Is Not Custom

To truly personalize a client’s portfolio, it must fit their values and their financial goals. Custom Direct Indexing solves for the first, but fails to account for the latter.

Taking an index, removing assets or industries a client doesn’t want to invest in and including certain items does achieve surface level personalization. To a client’s eyes everything looks great, but the sinister truth is lurking under the surface.

By tweaking the index, the underlying risk and return characteristics materially shift. Now the portfolio is unlikely to perform like its benchmark as the client was expecting. The client’s short term desires were satisfied by sacrificing their long term objectives.

Luckily there is a better solution. With Pave Pro you can truly customize client portfolios so they’re happy now and even happier later.

Try Pave Pro

Pave Pro harnesses proprietary technology that powered a leading strategy at a Wall Street private bank. That strategy managed over $4 billion while outperforming its benchmarks for more than a decade¹. Now that technology is available to you.

With Pave Pro, advisors are able to generate bespoke portfolios optimized around a client’s preferences, existing asset base, and tax situation while controlling tracking error to a chosen benchmark. Pave Pro also actively manages those portfolios automatically to ensure client needs are met on an ongoing basis.

Don’t settle for Custom Direct Indexing. Offer your clients the future of personalization with Pave Pro.

If you would like to learn more, please reach out by emailing salessupport@pavefinance.com or pressing the button below. We look forward to speaking with you.

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“Pave Pro enables me to meet the client needs I never could with direct indexing or model portfolios.” - RIA, $500M AUM²

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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.

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