




Index fund portfolio
Index fund portfolio
U.S. stocks ETFs
U.S. stocks ETFs
50%
50%
Technology ETFs
Technology ETFs
30%
30%
Emerging market ETFs
Emerging market ETFs
10%
10%
Bond ETFs
Bond ETFs
10%
10%



Portfolio status - Balanced
Portfolio status
Balanced
Portfolio status - Balanced



Tax loss harvested $914.32
Tax loss harvested
$914.32
Tax loss harvested $914.32
Our customers work for some of the world's most prestigious companies and institutions
Our customers work for some of the world's most prestigious companies and institutions
Our customers work for some of the world's most prestigious companies and institutions
Invest in portfolios offered by global financial leaders
Invest in portfolios offered by global financial leaders
Invest in the same index investing strategy that top global financial firms - such as Vanguard, Fidelity, and Wealthfront- offer to their high-net-worth clients in the U.S.








A personalized strategy for the long term
A personalized strategy for the long term
Automated index investing, built on Modern Portfolio Theory, chooses index ETFs that maximize returns to your risk-tolerance, while continuously monitoring and rebalancing.
Invest in portfolios offered by global financial leaders
Invest in the same index investing strategy that top global financial firms - such as Vanguard, Fidelity, and Wealthfront- offer to their high-net-worth clients in the U.S.




A personalized strategy for the long term
Automated index investing, built on Modern Portfolio Theory, chooses index ETFs that maximize returns to your risk-tolerance, while continuously monitoring and rebalancing.
Your money is 100% secure
Your money is 100% secure



You own your assets
You own your assets
You own your assets
Your funds are held with Interactive Brokers, one of the world's largest and trusted brokerages. In the unlikely event something happens to Paasa, your funds will still be fully accessible.
Your funds are held with Interactive Brokers, one of the world's largest and trusted brokerages. In the unlikely event something happens to Paasa, your funds will still be fully accessible.



SIPC insured
SIPC insured
SIPC insured
Securities in your account are insured upto $500,000 through Interactive Brokers. For details, visit www.sipc.org
Securities in your account are insured upto $500,000 through Interactive Brokers. For details, visit www.sipc.org



Dollar-denominated investments
Dollar-denominated investments
Dollar-denominated investments
Invest in dollar-denominated portfolios to shield your wealth from local currency devaluation. These are suited for investors prioritizing long-term stability and low currency risk.
Invest in dollar-denominated portfolios to shield your wealth from local currency devaluation. These are suited for investors prioritizing long-term stability and low currency risk.
Pricing
Pricing
We charge on the Assets Under Management (AUM), with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees, such transaction fees, brokerage fees, etc.
We charge on the Assets Under Management (AUM), with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees, such transaction fees, brokerage fees, etc.
The minimum investment is $5,000.
The minimum investment is $5,000.
Your AUM
$5k - $10k
1.00%
per year
Risk tailored portfolio
Performance dashboard
Rebalancing
Tax-loss harvesting
Portfolio updates
No transaction fee
Your AUM
$5k - $10k
1.00%
per year
Risk tailored portfolio
Performance dashboard
Rebalancing
Tax-loss harvesting
Portfolio updates
No transaction fee
Your AUM
$10k - $100k
0.90%
per year
Risk tailored portfolio
Performance dashboard
Rebalancing
Tax-loss harvesting
Portfolio updates
No transaction fee
Your AUM
$10k - $100k
0.90%
per year
Risk tailored portfolio
Performance dashboard
Rebalancing
Tax-loss harvesting
Portfolio updates
No transaction fee
Your AUM
$100k above
0.80%
per year
Risk tailored portfolio
Performance dashboard
Rebalancing
Tax-loss harvesting
Portfolio updates
No transaction fee
Your AUM
$100k above
0.80%
per year
Risk tailored portfolio
Performance dashboard
Rebalancing
Tax-loss harvesting
Portfolio updates
No transaction fee
Your AUM
$5k - $10k
1.00%
per year
Risk tailored portfolio
Performance dashboard
Rebalancing
Tax-loss harvesting
Portfolio updates
No transaction fee
Your AUM
$10k - $100k
0.90%
per year
Risk tailored portfolio
Performance dashboard
Rebalancing
Tax-loss harvesting
Portfolio updates
No transaction fee
Your AUM
$100k above
0.80%
per year
Risk tailored portfolio
Performance dashboard
Rebalancing
Tax-loss harvesting
Portfolio updates
No transaction fee
Frequently asked
questions
Frequently asked questions
Frequently asked questions
Feel free to contact us with any questions not covered here
Is Paasa safe?
Are my investments insured?
How are these portfolios made?
How do I transfer money to my Paasa account?
Why can’t I just buy the S&P 500?
Is Paasa safe?
Are my investments insured?
How are these portfolios made?
How do I transfer money to my Paasa account?
Why can’t I just buy the S&P 500?
Is Paasa safe?
Are my investments insured?
How are these portfolios made?
How do I transfer money to my Paasa account?
Why can’t I just buy the S&P 500?