Passive Capital Management

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Investment Management, Financial Planners, Financial Planning Consultants

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(443) 275-2703Call Visit WebsiteVisit Website Map & DirectionsDirections2328 W Joppa Rd Ste 120Lutherville Timonium, MD 21093 Write a ReviewWrite Review

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Passive Capital Management

Investment Management
How do you know if you are paying too much in investment management fees? How do you know if your portfolio is tax-efficient and appropriately diversified? How do you know how well your portfolio is performing? You ask the right questions. Here are ten simple questions to ask the person providing you with investment management services. The answers will help you determine whether you are positioned to have an excellent investment experience over the long term. Download PDF

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AKA: Passive Capital Management LLC
Other Link: http://www.passivecapital.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (443) 275-2703

Address: 2328 W Joppa Rd Ste 120, Lutherville Timonium, MD 21093

Website: http://www.passivecapital.com

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Passive Capital Management

Investment Management
How do you know if you are paying too much in investment management fees? How do you know if your portfolio is tax-efficient and appropriately diversified? How do you know how well your portfolio is performing? You ask the right questions. Here are ten simple questions to ask the person providing you with investment management services. The answers will help you determine whether you are positioned to have an excellent investment experience over the long term. Download PDF
Mutual Funds
Many investors spend a lot of time and money trying to predict the future movements of stocks and mutual funds or they hire people to make predictions on their behalf. Not only is this a costly strategy, it does not increase the odds of enjoying a positive investment experience. Download PDF
Bonds
Wealth Management
Jake joined Passive Capital Management, LLC in 2017. Prior to joining the firm, he was a financial advisor with Greenspring Wealth Management, PNC Wealth Management, and Deutsche Bank Alex Brown. His background and experience will allow him to service individual and institutional clients. After growing up outside of Philadelphia, he earned his Bachelor of Arts in Economics from Gettysburg College in 2010 and his Masters of Management from Wake Forest University in 2011. Jake earned his CFP® certification in 2020.

Retirement Planning
Dan joined Passive Capital Management, LLC in 2021. He began his finance career as an institutional trader for Legg Mason and Stifel Nicolas. He went on to work in the wealth management department for Wells Fargo, PNC Bank, and T. Rowe Price, as a private banker, relationship manager, and investment advisor. Dan’s well-rounded financial background and experience will allow him to service both individual and institutional clients. Dan received the CRPC ® (Chartered Retirement Planning Counselor) designation in 2017 and graduated with a Bachelor of Arts in Sociology from Western Maryland College (now McDaniel College) in 1999. While at Western Maryland he was the captain of the Men’s Soccer Team.
Asset Management
Passive Capital Management (PCM) is a fee-only Registered Investment Advisor (RIA) founded in 2007. Jonathan Farber and Scott Reinhardt, CFA spent years at traditional brokerage firms before founding PCM with the core conviction that there was a better way to help clients achieve their investment goals. They formed PCM with the understanding that investment returns are generated by capital markets and asset classes, not by a certain investment product or investment professional. The job of the investment advisor is to listen to the client, understand what they are trying to accomplish, and then structure a portfolio that gives the client the highest odds of investment success. Rather than trying to control the uncontrollable, we spend our time on the things that are actually within our control: customer service, discipline, asset allocation, diversification, tax efficiency, and costs. We believe this approach will give our clients the best chance of enjoying a successful investment experience.

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