Personalized Direct Indexing

Direct indexing can be a great way to give clients diversified market exposure to sustainably grow their wealth. Unfortunately, traditional approaches to direct indexing put personalization in direct conflict with risk management. With Pave Pro, that tradeoff is gone. Welcome to personalized direct indexing.

Take Rafa who is a software engineer at Airbnb and has a significant amount of Airbnb stock post IPO. With Pave Pro, you can optimize around Rafa’s current holdings and still create a portfolio that aims to keep tracking error within 1% of whatever benchmark you choose.

If you’re interested in learning more, reach out by emailing salessupport@pavefinance.com or pressing the button below.

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Now let’s say Rafa also wants to exclude tobacco and chemical companies. No problem. Pave Pro will automatically adjust the portfolio and make sure risk stays in line with the benchmark that best fits Rafa’s risk profile. Pave Pro also has the ability to manage investments on an ongoing basis and place trades to make sure client portfolios stay well positioned in changing market conditions.

How is this all possible? Pave Pro harnesses technology that was previously used to manage billions for investors with a minimum account size of $50 million. Now it’s automated and available to you for a flat monthly fee.

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“Pave Pro makes me feel like a hedge fund manager with 10 analysts.” - RIA, $300M AUM

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