Pass Investment Managers

We’re driven to provide the families and businesses we serve with innovative financial strategies, solutions and planning that results in robust financial health, clarity, and security. Our foundation for success at Pass Investment Managers is an unyielding commitment to our clients that leads to lifelong relationships.

Pass Investment Managers arms investors with custom-tailored investment strategies that meet short and long-term needs. We provide full transparency through our separately managed accounts.

Our goal at Pass Investment Managers is to help our clients realize their financial dreams through creative solutions in an open and transparent process that utilizes both financial and insurance solutions to achieve financial independence.

We empower our clients to navigate today’s complex financial world with customized plans that fit their personal, family, and business needs.

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We have a wealth of experience in wealth management and
helping our clients to build and maintain an investment portfolio

Our Services

Financial Planning

Looking to make the best financial decisions across your lifetime? We help by bringing everything together under one cohesive plan which moves you towards your goals. Our experts will tailor your plan to your circumstances.

Savings & Investments

Do you want to grow your wealth through investment? Do you want to know the best places to save your money for the future? At Pass Investment Managers, our team can help you craft an investment and savings strategy which mitigates risk and maximises returns.

Wealth Management

How do you keep your wealth safe and stored in a tax-efficient way? Our in-house specialists provided the ongoing analysis you need to discern the answers to ensure your wealth is there to benefit you as much as possible.

Pensions & Retirement

How much do you need for retirement, and how do you get there? Should your income be an annuity or another option? We can help you sift through these complex questions so you can make the right decisions for your future.

Tax Planning

Are you paying more tax than is really necessary? Our team provides the leading insight you need to regularly review your tax position and put money back in your pocket. Our jargon-busting services are here to make your money do the most for you.

Benefit Pensions

Are you 54+ And Looking For Defined Benefit Pension Advice? If you are over 55 and have a defined benefit pension and are considering transferring the money into alternative investments, you will need advice from a Pension Transfer Specialist.

Put your trust in us and we will help you to achieve
financial independence and enjoy a stress-free retirement.

For investment advice or if you need help to recover your
financial losses simply fill in the form below and
one of our financial advisors will get back to you.

What our clients are saying

Trustworthy and fast. Great communication. Will do business again.

Loved investing with this company for my ETH and USDT interest. Super-efficient. Thank you!!! Processed my weekly interest payment transactions very quickly. Good exchange rate on their CryptoSwap service. Thanks for the fast releasing of my initial investments in ETH and USDT. Trustworthy and fast. Great communication. Will do business again. Cheers from South Wales.

Hari Gower

Wales

Pass IM is my first Bitcoin experience

Pass IM is my first Bitcoin experience. Started as your regular newbie first time BTC buyer – asking legacy traders what is a wallet and why I need to follow verification steps. Pass IM were very patient with me walked me through the process: I am now earning handsomely on my crypto with Pass IM. thank you.

Martin Tremblay

Canada

They honour their word; payouts are spot on and their support is always responsive and helpful.

Being a Pass IM affiliate has been rewarding. They honour their word; payouts are spot on and their support is always responsive and helpful.  Best of all I’ve been able to help many new Crypto users purchase some of their first coins as well as help them understand the earning potential they have with Pass IM. It`s always rewarding to be the first on-ramp to the currency of the future.

Maria Cecilia

Brazil

I started trading as a small hobby, but I’m now addicted to HODLing and earning on my Bitcoin.

Pass IM is a wonderful place to earn on my crypto! I started trading as a small hobby, but I’m now addicted to HODLing and earning on my Bitcoin. I love how helpful and welcoming Pass IM community is. I also like that Pass IM’s dynamic support team is always available in a heartbeat if needed, and that they are continuously looking for ways to make their private dashboard better than it already is.

Cam Giang

Vietnam

I’ve earned 5% monthly on my Bitcoin for the past 13 months

I’ve been with Pass IM for over a year and done very well. I’ve earned 5% monthly on my Bitcoin for the past 13 months and received my weekly interest payouts without delay, Easy to use backend, solid interest rates for your crypto, and great support staff. You can’t go wrong with Pass IM.

Dhaen Hussain

Dubai

Pass IM’s entire investment team is available to me and my ready to assist me at any time

We couldn’t be more pleased with the investment expertise, service-oriented attitude and performance excellence exhibited by Pass IM’s team of advisors and analysts. With their help, finally, I am truly proactive and can intelligently explain what my investments objectives are and what I consider suitable for my portfolio. I’d just like you to know that I sleep better at night knowing Pass IM’s entire investment team is available to me and my ready to assist me at any time.”

Maney Patel

UK

It’s so refreshing to see someone “go the extra mile” in living up to the services they promise

Dear Pass IM, I just wanted to take a moment to thank you for your recent help with my needs. It’s obvious to me you went beyond the scope of my objectives with your company assisting me in the rebalancing my portfolio – which was long overdue from my side. It’s so refreshing to see someone “go the extra mile” in living up to the services they promise, especially after you already had me as an existing client. It’s pretty impressive how your experts kept things simple and easy for me to understand thereby allowing me to make clear and decisive choices. Thank you.”

Harold Leibowitz

New Zealand

Their crypto and wealth agendas are complete and current

Pass IM’s wealth strategies are a practical and effective means to achieve and maintain growth objectives. The results of my investments with Pass IM are both performance positive and personally satisfying. Their crypto and wealth agendas are complete and current. I couldn’t be more pleased with their risk mitigation and safety strategies.”

Leyton Rafter

Australia

I have found their services to be vital to expanding my crypto exposure

I have used Pass IM for approximately five years. I chose to use their services to help me stay current with the myriad of investment sectors that pop up regularly in there ever-changing times. I have found their services to be vital to expanding my crypto exposure while maintaining minimal risk. Prior to using Pass IM, I had to do a lot of the ground work myself. It seemed like I always had issues with finding the best way to find exposure to a new sector. This is no longer the case thanks to Pass IM.

Bill Darcy

USA

No person can go wrong by having Pass IM as a part of its auditing

No person can go wrong by having Pass IM as a part of its auditing / compliance / risk management team. Enforcement and tax penalties are just too devastating to an individual’s fiscal progress to think otherwise.

Jonathan Bollger

USA

I love how I can login to the BACKEND and manage all my investments

ou guys do a great job… and I love how I can login to the BACKEND and manage all my investments. Pass IM is the only advisory company I want

Adrian Gomez

USA

Pass IM went way above and beyond

Pass IM went way above and beyond. I would recommend them to anyone.”

Robert Terwilliger

Australia