The Future of Portfolio Management Has Arrived

In 2021, the CFA Institute published a view of what a financial advisor’s workflow could look like in 2038. They envisioned a world without model portfolios where advisors could tailor strategies to their clients’ unique needs. What they described as their vision for 2038 is what Pave Pro has powered since 2023.

The future is 15 years early, and it’s brighter than anyone could have imagined. To achieve automated and uniquely personalized guidance, advisors will not need to build and maintain their own models, handle all the associated compliance, or manage trading. All you need to do is use Pave Pro.

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Pave Pro creates, manages, and trades bespoke strategies for each client. Instead of acting like a marketplace of strategies or simply direct indexing like many other offerings, Pave Pro evaluates each client’s situation individually and builds a portfolio from scratch.

Our platform uses a proprietary asset scoring system that outperformed the S&P 500 for more than a decade while managing billions of dollars for high-net-worth individuals (1). This system achieved an average annual outperformance of 3% while maintaining lower beta, lower downside capture, and higher upside capture. It did so through active long only management and did not use leverage.

Accessing Pave’s system used to require a $50M minimum. Today, it is available to any client who has at least $50 to invest. This was made possible by marrying our asset scoring system with cutting edge machine learning and artificial intelligence to automate and improve a process that used to be carried out manually. The result is a platform that can save advisors time and money, while increasing the degree of customization advisors can offer their clients.

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 makes me feel like a hedge fund manager with 10 analysts.” - RIA, $300M AUM (2)

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1. Please see full performance disclaimers here.

2. 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.

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