A complete list of active advisors currently associated with Passive Management LLC
Warmer can help you find a great advisor at Passive Management LLC or one who fits your needs even better.
Passive Management LLC is a state-registered investment adviser that serves individual clients (including high-net-worth individuals), small businesses, trusts, estates, and pension or profit-sharing plans. The firm offers discretionary portfolio management and retirement plan consulting and manages roughly $22.3 million for about 109 clients with two advisors. PM’s investment process combines quantitative, fundamental, technical, cyclical, and economic analysis to shape model-driven recommendations and ongoing portfolio reviews, employing both long- and short-term strategies and strategic asset allocation. The firm places trades on a discretionary basis and evaluates client suitability before implementing specialized techniques; when a client requests and qualifies, PM may use options, other derivatives, and margin in separately managed accounts. Distinctive aspects of the firm include its explicit use of leverage and derivatives in client accounts when appropriate—a practice the brochure notes is uncommon among peers—and its readiness to allocate to nonstandard exposures such as crypto ETFs. PM also provides retirement plan consulting in addition to individual portfolio management, does not accept commissions, and does not act as custodian of client assets.
To learn more about the advisors currently working at Passive Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 1
| |
New York, NY
| 5
|
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