About Pure Portfolios
We take a different approach
Out with the old, in with the new. We’ve created a modern wealth management experience.
Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.
Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.
We are professional human advisors, offering transparent and innovative fees.
Welcome to Pure Portfolios!
Our values
Lower fees than traditional financial advisors
Radical transparency. We are an open book
We answer to our clients, not Wall Street
Educating clients to make better money decisions
Evidence-based investment principles
Our team
We are professional investors and financial planners.
You won’t find salespeople here.
Erin Varghese, CFP®
Lead Financial Planner, Associate Advisor
Client experiences
This isn't a hobby. We obsess about client outcomes.
Lisa Lisalinnenkohl28/01/2023
Take the next steps
We will help you find the right financial advisor; even if
it’s not us.
Most of our clients come from other advisors for a reason.
If you have concerns about your current advisor or need a second
opinion, let’s chat and see if Pure Portfolios is a good fit.
Sunday coffee reads
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.
