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Passiv // transforming your brokerage account into a portfolio management tool [UP082]

2/10/2021 • 44 min

Interview begins: 5:52 Debrief: 34:02 Nick McCullum is the Director of Growth for Passiv. Passiv turns your brokerage account into a modern portfolio management tool. Passiv allows you to set a target portfolio and get email notifications when your portfolio drifts from that target. Passiv then lets you rebalance with one click! We discuss: What makes finance interesting? 8:29What is Passiv? 10:34Setting Target Portfolios 13:11Brokerage account 16:51Balancing Portfolios 19:41How does Passiv earn 22:46Growth Strategy for a B2C company 26:53Pro and Cons in Building the Business in New Brunswick 31:57Global Expansion 32:56Passiv was founded in 2017 and based in New Brunswick, Canada. Learn more about Passiv: https://passiv.com/ Follow upside on Twitter: https://twitter.com/upsidefm Advertise with an upside classified: https://upside.fm/classifieds -- This episode of upside is sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show.

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