August 2, 2017 – Passed Pawn Advisors is a new breed of a hybrid financial advisor. They specialize in thematic and impact investing. In addition to creating and managing low-cost, risk-adjusted, diversified automated core portfolios for their customers, Passed Pawn Advisors also provide customized portfolios based on values and passions. Over 300 themes, including Green Utilities, Drones, Internet of Things, Immunotherapy, and Frontier Markets, are matched with the client’s profile and actively managed.
Passed Pawn Advisors aim to Change the Game™ in the digital financial advice space with their roll-out of new services. In addition to the Power plan, which is their traditional comprehensive financial advisor service, they’ve introduced two low-priced digital plans, Starter and Impact. The Starter plan comprises of only digital services. The Impact plan expands the Starter plan and includes a semi-annual call with a human advisor. All these services are designed to build thematic investing portfolios that are automatically allocated and professionally managed.
To further increase their commitment to impact investing, Passed Pawn Advisors will donate 2% of their fees to one of five well known charity organizations that investors can choose from. Mobile apps for iPhone and Android are now available for client access.
Finally, to showcase their new services, Passed Pawn Advisors announce a 3 month free trial for new clients, available for a limited time, with no further commitment.
Mr. Igor Tsukerman, President and Chief Investment Officer, said: “Thematic investing has long been a staple in institutional portfolios, but it traditionally required dedicated research teams and active management, making it prohibitively expensive to individual investors. We’re leveling the playing field by offering it at no extra cost. Investor’s annual cost will be based on total assets under management. The only other fees are low transaction costs paid to a broker.” He further added, “Join us today and change the game!”
About the Company:
Passed Pawn Advisors is an investment advisor based in New York. It was founded in 2012 and has been managing client funds since 2015.
For further inquiries, visit them at www.PassedPawnAdvisors.com
Phone: 855-PASSED-PAWN (855-727-7337)
Contact: Mr. Igor Tsukerman, President and CIO
Company Name: Passed Pawn Advisors
Contact Person: Mr. Igor Tsukerman (President & Chief Investment Officer)
Country: United States