Select Page

My next guest is the CEO of Passive, a portfolio management tool for online brokers. The platform specifically allows investors to rebalance their portfolio with just a click of a button.  Some of the key features include goal tracking where you can set your goals and track your progress. One-click trades to save yourself the hassle of logging into your broker. Portfolio drift notifications that send you alerts when your portfolio falls out of alignment. And finally performance reporting where you can keep track of your portfolio performance contributions, and more. In this episode we learn his background and how he created this business. Please welcome Brendan Lee Young.


You may listen to episodes on…