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 $1,914.32
Tax loss harvested
$1,914.32
Tax loss harvested $1,914.32
Invest in dollars to
outpace currency
depreciation
access growth
opportunities
pay for overseas
expenses
Invest in managed portfolios to maximize your returns for your risk-level and time-horizon.
Invest in dollars to
outpace currency depreciation
access growth
opportunities
pay for overseas
expenses
Invest in globally diversified portfolios to maximize your returns for your risk-level and time-horizon
Invest in dollars to
outpace currency depreciation
access growth opportunities
pay for overseas expenses
Invest in managed portfolios to maximize your returns for your risk-level and time-horizon.
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.
Set it and forget it
Set it and forget it
Put your money to work for you with zero efforts. It's all taken care of: dividends re-investing, rebalancing, monitoring.
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.
Set it and forget it
Put your money to work for you with zero efforts. It's all taken care of: dividends re-investing, rebalancing, monitoring.
Invest in portfolios suited to your goals
Invest in portfolios suited to your goals
Invest in portfolios suited to your goals
Asset diversification
Invest in conventional portfolios made up of Globally diversified BlackRock ETFs that cover all industries, sizes and geographies. Optimized for low expense ratios and estate tax.
Invest in conventional portfolios made up of Globally diversified BlackRock ETFs that cover all industries, sizes and geographies. Optimized for low expense ratios and estate tax.
Save for your child's foreign education
Save for your child's foreign education
Save for foreign education
Safeguard your child's foreign education fund from local currency fluctuations by investing in stable dollar-denominated accounts.
Safeguard your child's foreign education fund from local currency fluctuations by investing in stable dollar-denominated accounts.
Safeguard your child's foreign education fund from local currency fluctuations by investing in stable dollar-denominated accounts.
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
Your assets are safe with us
Your assets are safe with us
You own your assets
You own your assets
You own your assets
Your holdings are held under your name 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 holdings are held under your name 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 based on the amount of assets your have on our platform, 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 based on the amount of assets your have on our platform, 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.
Assets on platform
$5k - $10k
1.00%
Smart rebalancing
Multiple portfolios
Award winning methodology
Portfolio updates
No transaction fee
Joint accounts
Assets on platform
$5k - $10k
1.00%
Smart rebalancing
Multiple portfolios
Award winning methodology
Portfolio updates
No transaction fee
Joint accounts
Assets on platform
$10k - $100k
0.90%
Smart rebalancing
Multiple portfolios
Award winning methodology
Portfolio updates
No transaction fee
Joint accounts
Assets on platform
$10k - $100k
0.90%
Smart rebalancing
Multiple portfolios
Award winning methodology
Portfolio updates
No transaction fee
Joint accounts
Assets on platform
$100k above
0.80%
Smart rebalancing
Multiple portfolios
Award winning methodology
Portfolio updates
No transaction fee
Joint accounts
Assets on platform
$100k above
0.80%
Smart rebalancing
Multiple portfolios
Award winning methodology
Portfolio updates
No transaction fee
Joint accounts
Assets on platform
$5k - $10k
1.00%
Smart rebalancing
Multiple portfolios
Award winning methodology
Portfolio updates
No transaction fee
Joint accounts
Assets on platform
$10k - $100k
0.90%
Smart rebalancing
Multiple portfolios
Award winning methodology
Portfolio updates
No transaction fee
Joint accounts
Assets on platform
$100k above
0.80%
Smart rebalancing
Multiple portfolios
Award winning methodology
Portfolio updates
No transaction fee
Joint accounts
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?
Why can’t I just buy the S&P 500?
How are the portfolios made?
How do I transfer money to my Paasa account?
Is Paasa safe?
Are my investments insured?
Why can’t I just buy the S&P 500?
How are the portfolios made?
How do I transfer money to my Paasa account?
Is Paasa safe?
Are my investments insured?
Why can’t I just buy the S&P 500?
How are the portfolios made?
How do I transfer money to my Paasa account?