Brian Perry

In addition to overseeing Pure’s investment offering and platform, Brian works closely with Pure’s financial advisors, helping provide them with the tools and resources necessary to serve their clients and continue the firm’s mission of providing the highest quality financial education and planning to as many people as possible. He has been actively involved in [...]

In this video, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® outlines the 5 top portfolio management techniques: conservative, moderate, aggressive, income-oriented, and tax efficient. Brian discusses when and how you might use each of these five techniques and how to decide which one best suits your financial goals.


Important Points:

(00:50) – Conservative Portfolio Management Strategy

(01:16) – Time Horizon and Risk Tolerance

(01:25) – Intermediate Approach

(01:39) – Growth Approach

(02:15) – Income-Oriented Approach

(02:33) – Ways of Generating Income: Total Return Approach and Dividends and Interest Approach

(03:17) – Tax Efficient Approach

(03:56) – Two Main Types of Assets: Growth and Safety

(06:25) – Financial Planning First, Investing Next

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