Pure Experience
1
Getting Started
When we’ve decided to work together, our client service team will start the onboarding process. We use OnBord and DocuSign to make joining Pure Portfolios frictionless and simple.
2
The Pure Ecosystem
You’ll enjoy 24/7 access through our client portal to view holdings, net-of-fee performance, trading, and much more. You’ll receive our weekly newsletter, which features Pure’s blog, explainer videos, and podcast.
3
Portfolio Construction
Our portfolio construction process starts by identifying your range of acceptable investment outcomes. We will map out a reallocation strategy, discuss tax sensitivity, set risk/return expectations, and Pure’s framework for making buy and sell decisions.
4
Building a "You" Plan
Tell your Pure Portfolios financial planner what you want to do and we will chart the path to get there. Unsure when to take Social Security? Want to see if early retirement is possible? Does a Roth Conversion make sense?
Money can be emotional. We prefer data-backed planning decisions.
5
The Other Stuff
Our advice isn’t limited to your investments; we handle all the other stuff too.
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Estate planning
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Identifying cognitive and emotional biases
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Insurance
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Medicare
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Employer benefits, including stock options & restricted stock units
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Tax planning
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Investment properties & real estate
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Generational planning
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Chartable gifting
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Education Planning
5
Communication
Pure Portfolios is built by a team of humans, powered by technology. Let’s define your ideal Pure experience. How often do you want to meet? How do you prefer to communicate? What financial topics do you want to learn more about?
