Inflation Protected Portfolios
Over the last few years, inflation has been a major driver of the stock market. With Fed indecision looming large, reducing exposure to inflation in client portfolios may be a prudent decision. Unfortunately, doing so while respecting your clients’ risk tolerance and preferences can be difficult or even impossible.
Not anymore. Pave Pro enables you to build custom portfolios optimized around your clients’ circumstances as well as your market outlook. The days of funneling assets into a new 3rd party manager or trying to tweak existing models are over.
Interested in adopting the next generation of portfolio management? It’s simpler than you may think. Pave Pro is integrated with several custodians meaning you don’t have to move client funds. Additionally, we handle all of the trading and ongoing management to ease the burden of ensuring clients stay well positioned.
Our team is happy to talk with you about how you can offer greater personalization to your clients all while saving time and maybe even a significant amount of money. You can reach us by emailing salessupport@pavefinance.com or pressing the button below.
“Pave Pro makes me feel like a hedge fund manager with 10 analysts.” - RIA, $300M AUM
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