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Serene Modern Middle Aged Businessman In Formal Wear Leaned On The Desk Looking Away
Mature Couple Standing Arm In Arm And Laughing Outside In Summer
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The traditional high-fee advisor is a thing of the past.

It's time for a modern approach to wealth
management. We offer a low-fee, personalized
service for investing & planning.

Let Us Help You

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This isn't a hobby. We obsess about client outcomes

This is personal

Pure Portfolios is a fiduciary. Placing client interests
first isn’t a question; it is our standard.

If you’re tired of large profit-seeking investment managers, banks, brokers, and traditional financial advisors who don't prioritize you, you have come to the right place.

$373MM

Assets under management

300+

Households served nationwide

Cision
Citywire
Business Journal
The Wall Street Journal
Investment News
Investor's Business Daily
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Investing

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Retirement Icon

Retirement

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Taxes Icon

Tax

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Estate Icon

Estate

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Other Stuff

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Investing

We use the latest technology to create a personalized strategy that will help manage risk, mitigate human bias, and boost tax-efficiency. We call it evidence-based investing.

Diversification

Diversification

Most of our clients are retired (or about to retire) and can't stomach a massive portfolio drawdown. Our investment process is designed to build risk aware portfolios and mitigate downside market shocks.

Rules Based

Rules Based

Humans can make emotional decisions during times of market stress. We have a formulaic process for making portfolio adjustments that doesn't rely on gut instincts, human intuition, or short-term noise.

Risk Capacity

Risk Capacity

Good investing is not waiting until markets crash and then making adjustments. Prudent investing starts with identifying an investor's risk capacity and building a portfolio that reflects a range of acceptable outcomes.

Retirement

Retirement planning isn’t just about saving—it’s about creating a strategy to sustain your lifestyle and achieve your long-term goals. Our data-driven approach helps you optimize income sources, manage risks, and ensure financial confidence throughout retirement.

Social Security

Social Security

Maximize your benefits by determining the best claiming strategy based on longevity, spousal benefits, and tax impact.

Roth Conversion

Roth Conversions

Strategically convert pre-tax assets to Roth IRAs to reduce future taxes and improve retirement cash flow.

Monte Carlo

Monte Carlo

Use data-driven projections to test the resilience of your retirement plan under various market conditions.

Taxes

Effective tax planning minimizes liabilities and maximizes after-tax wealth, ensuring you keep more of what you earn. Our proactive strategies help optimize investments, retirement withdrawals, and estate plans for tax efficiency.

Holistiplan

Holistiplan

Identify savings opportunities and optimize your tax strategy.

Tax Efficient

Tax-Efficient Investment Strategies

Optimize asset location, tax-loss harvesting, and charitable giving to minimize taxes and maximize after-tax returns.

Tax Projection

Tax Projections

Model future tax liabilities to proactively plan for Roth conversions, withdrawals, and bracket management.

Estate

Estate planning ensures your wealth is preserved, protected, and passed on according to your wishes. We help you develop a strategic plan to minimize taxes, avoid probate, and provide for your loved ones with confidence.

Minimize Estate

Minimizing Estate Taxes & Probate

Structure your estate to reduce tax liabilities and streamline wealth transfer to heirs.

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Charitable Giving Strategies

Maximize your impact while reducing taxes through donor-advised funds, qualified charitable distributions, and strategic gifting.

Estately

Estately

Utilize a digital estate planning tool to easily create wills, trusts, and healthcare directives for a seamless estate plan.

Other Stuff

We understand money can be confusing and questions will come up. Pure Portfolios acts as your financial concierge to help you make better decisions. Our same business day response times and trove of educational content is a call or click away. 

Transparency

Transparency

24/7 Access to your client portal to view portfolio holdings, transactions, and net-of-fee performance.

Responsiveness

Responsiveness

You’re not talking to a robot, a real human will get back to you on the same business day.

Communication

Communication

We talk to you even when we’re not talking to you. We send a weekly newsletter with our blog, podcast and educational content in addition to our formal meetings.

Explore the next steps

Simplify your finances and solidify a plan that gets you where
you want to go.

Step 1

Fit Meeting

A quick introductory call to understand your financial goals, concerns, and whether we’re the right fit.

Step 2

Discovery

We’ll gather key documents and details about your current financial picture, including assets, income, and goals.

Step 3

Crunch the
Numbers

Our team analyzes your current portfolio, evaluates risks, and identifies opportunities for improvement.

Step 4

Actionable
Advice

We present clear recommendations tailored to your goals, including next steps to optimize your financial future.

What are Pure Portfolios’ fees?

We believe the “all-in” cost of investment management
is too high. We are here to shake things up.

Management Fee                 0.65%

 

* for qualified investors with $1M, custom portfolios with individual stocks and bonds are available starting at 0.80%

Our aim is to provide low-fee advice, delivered by humans. We do this by in-sourcing the investment
management. We do not allocate client assets to expensive third-party managers, mutual funds, or hedge funds.

We believe an advisor’s fee structure should encourage transparency and accountability. For qualified investors,
we align our management fees with investment performance, creating a clear line between our compensation
and a client’s investment outcome.

Cut through the B.S.

Unfiltered commentary. Simple language.
Actionable steps.

From the latest market trends to planning tips, our weekly newsletter includes podcasts, writings, and educational videos that provide a clear-cut, unbiased outlook to help you make better money decisions.

Team Pure Portfolios Financial Advisors Portland Or Camas Wa Retirement Planning Investment Management

About Pure Portfolios

Tired of your conflicted, high-cost advisor? There is a better way.

We created an offering that fills the gap between the cookie-cutter service of a robo-advisor and the high-cost traditional advisor. If you want advice but don’t want to pay a premium, you’ve come to the right place.

See The Pure Difference

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