Reassure Your Clients at All Times
Are your clients worried about a potential downturn in the stock market? Broadening their exposure beyond equities is a great way to assuage their concerns. Unfortunately, the traditional 60/40 portfolio struggles under inflationary conditions.
So now what? If bonds won't do the trick, what will? The answer is a little bit of everything.
There is no silver bullet asset class, but there is a silver bullet in your chamber: Pave Pro. Simply integrate Pave Pro with your custodian and it will build, actively manage, and trade multi-asset class portfolios with exposure to equities, currencies, commodities, and fixed income.
Each portfolio can be tailored to your client’s risk tolerance and is continuously adjusted for current market conditions. Pave Pro combines 3 things to automatically deliver revolutionary capabilities to any RIA:
- Data that powered a strategy which managed $4B of high-net-worth capital all while outperforming the S&P 500 for over a decade (1)
- Research from a macro trader who ran the 6th best performing hedge fund in the world for 10 straight quarters (2)
- Cutting edge machine learning technology and an institutional quality trading system
To learn more, please reach out by emailing salessupport@pavefinance.com or pressing the button below. We look forward to speaking with you.
“Pave Pro makes me feel like a hedge fund manager with 10 analysts.” - RIA, $300M AUM (3)
Disclaimer
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1. Please see full performance disclaimers here.
2. According to HFR (Hedge Fund Research) within the long/short category
3. Testimonial provided by Dre Griggs in August of 2023. Dre is not a current client of Pave Finance, Inc. ("Pave") or any of Pave's affiliated entities. 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.
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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.
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