Sub-Advisory Solutions

Our Role as Sub-Advisor

We offer sub-advisory services for Registered Investment Advisors and other fiduciaries by assisting with investment management of client assets through separately managed accounts. This approach allows you to streamline your firm and focus on core strengths and growing assets while your clients can rest assured that their investments are being actively managed with time-tested models, prudence, and care.

Why Passage?

Our non-traditional approach is predicated on a firm conviction that patterns repeat over time. We have devoted ourselves to uncovering these patterns and employing them in a systematic manner to help clients. We strive to add value through our scientific methodology and active portfolio management. By aligning with us, you are not simply outsourcing investment management; you are allocating client assets to an experienced team of quantitative investment professionals.

Contact us today to learn more how we can help your firm and your clients.