Frequently Asked Questions

Q: What is your mission?
Q: Why do you link fees with client outcomes?
Q: Why did you go independent?
Q: What are the benefits of being independent from an investment standpoint?
Q: Who does your investment research?
Q: Do you offer financial planning?
Q: Why don't you use mutual funds?
Q: How often do you meet with clients?
Q: What is an Exchange Traded Fund (ETF)?
Q: What is Pure Portfolios' position on the Fiduciary Rule?
Q: Is Pure Portfolios a fiduciary?
Q: Do you manage Nonprofits, Foundations, or Charitable Trusts?
Q: How are most advisors incentivized?
Q: What are other common conflicts of interest when working with an advisor?
Q: How will my information be used?
Q: How are fees taken?
Q: How robust is your online security platform?