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. Some of the advantages are highlighted below.


  • An investment approach defined by your personal investment policy statement
  • Extensive diversification, using 10-20 separate asset classes and market sectors, each featuring hundreds of securities.
  • Exchange traded funds (ETFs) which are often less than one-tenth of the cost of ordinary retail mutual funds.
  • Security selection that is market-based, not manager-based
  • Daily rebalancing review with monthly comprehensive review
  • No commissions, just one low annual fee that is fully disclosed and completely transparent