Passage Global Capital Management, LLC

Passage Global Capital Management provides personalized investment management services to individuals, pension plans, trusts, and other entities. The firm builds diversified model portfolios across various risk levels, along with single-strategy options covering equities, high income, and cryptocurrency using quantitative models and market sentiment systems. Passage Global Capital Management works closely with clients to understand their goals, risk tolerance, and time horizons before establishing an appropriate investment plan. Accounts can be managed directly by Passage Global Capital Management or through sub-advisory arrangements on third-party platforms. Limited financial planning topics, such as retirement planning and cash flow needs, are occasionally discussed as a supplement to investment management at no extra charge, though standalone planning is not offered. The firm also provides non-discretionary pension plan advisory and consulting services.