Seek Outperformance on IRAs

Tax loss harvesting is a great way to gain extra alpha on a client portfolio. But what if your client is investing through a tax advantaged account?

In these circumstances portfolio construction and risk management are at a premium. However, it can be incredibly difficult to do these well, especially when you layer on client personalization demands.

Luckily you don’t have to do it yourself. Equip yourself with Pave Pro to tackle even the most complicated client situations.

Try Pave Pro

Pave Pro harnesses technology that powered strategies at a leading Wall Street private bank. The strategy benchmarked to the S&P 500 outperformed for over a decade while managing billions (1). When you want performance in situations where tax loss harvesting doesn’t apply, look towards Pave Pro.

If your client is investing in a taxable way, Pave Pro can help with that too. Our tax optimization process aims to harvest losses all while managing the portfolio to keep it well positioned. No matter what the circumstance, Pave Pro has the flexibility to equip you with what you need.

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 AUM (2)

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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.

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