Investing Podcast

Trade Your Portfolio like a Professional

August 24, 2021

In this episode of the Saving Yourself from Wall Street podcast, we talk to Nick McCallum of Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Essentially, Passiv provides individual investors a tool that institutional money managers pay thousands of dollars for each year. And, they do it for a low cost.

Nick explains how Passiv came about and how it works for the individual investor.

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