Self-Managed Diversification with Nick McCullum

3 years ago
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Nick McCullum helps run Passiv. Passiv is a portfolio management software used by thousands of people that connect directly to your existing brokerage account. He started Passiv with the goal of making DIY investing easier so that more people can invest on their own and build wealth.

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 chat about:
• The rising importance of ETFs in the investing world
• The future of wealth management
• The increasing role of technology in the investment management industry

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"You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - JD

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