Investment Philosophy

Planning is a map, investments are the vehicle. At Pure, we attest to a long-term prudent investment strategy based on 50+ years of Nobel Prize-Winning research. We build portfolios based on the science of capital markets. Decades of time tested research guide the way.

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Asset Allocation

Modern finance illustrates that an investor’s asset allocation is the major determinant of portfolio performance. Pure uses the science of investing to structure and execute client portfolios.

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Smart Diversification

As Nobel Prize winner Merton Miller once said, “Diversification is your buddy!” Successful investing means not only pursuing returns, but also managing risks that may compromise the integrity of those returns. Diversification is one of the best ways to manage risk, reduce uncertainty and increase the reliability of outcomes.

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Institutional Access

Holding your investments with Pure Financial gives you access to some of the world’s best asset managers without the typical sales loads associated with commissioned brokers. These fund managers are used by some of the nation’s largest institutional investors, putting you alongside many of the biggest and best-run organizations.

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Portfolio Rebalancing

Even the best-designed portfolio needs attention. Otherwise, a carefully constructed asset allocation will drift due to varying performances of the portfolio’s investments or managers. That’s why we examine every portfolio on a daily basis – to identify opportunities for tax efficiency and rebalancing.

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Tax Management

Taxes are unavoidable, but paying too much in taxes can be avoided. At Pure, one of our key financial planning strategies is finding ways to reduce the amount you pay in taxes annually. Our proven strategies to reduce taxes are an important part of your overall financial plan because unlike the market, taxes are something we have some control over.

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