Investing with Pure Portfolios

What is evidence-based investing?

The relentless pursuit of what works.

Investing doesn’t have to be obscure and complex. There is beauty in simplicity and common sense. For example, low-cost investing is preferable to high-cost investing, tax efficiencies can boost overall returns and, adopting a rules-based investment approach could reduce emotional decisions.

We call it evidence-based investing.

How does evidence-based
investing benefit you?

Gain peace of mind by eliminating emotion from your investment decisions.

  • Good investing is based on building a portfolio that reflects how you feel about risk. You are more likely to stick to a long-term investment plan if you understand the potential range of outcomes.
  • Humans are emotional, but your investment decisions shouldn’t be. We all have personal experiences that shape the way we see the world. By adopting a rules-based approach, we can better manage risk, mitigate human bias, and make smarter investment decisions.
  • We focus on the things within our control. We believe low fees are better than high fees, tax efficiency beats writing a check to Uncle Sam and, having an established portfolio management framework is superior to reacting to short-term market noise.

Let’s build a portfolio

This isn't a hobby. It is what we do, all day, every day.

  • Pure Portfolios manages our client’s assets in-house. We do not use third-party managers to gain market exposure, allowing us to lower investing costs, increase tax efficiency, and understand risk.
  • We utilize an asset allocation framework using exchange-traded funds (ETFs) to build core positions. We can add individual equity and bond strategies to target themes or personal values, such as environmental concerns, corporate governance, diversity, etc.
  • We rebalance monthly using trend, momentum, and other proprietary rules to reduce or add risk. To better understand how our holdings move in relation to each other, we run cross-asset correlation reports to track standard deviation (risk) and drawdowns across client accounts.
  • You’ll enjoy 24/7 access through our client portal to view your holdings, net-of-fee performance, trading activity, and much more.

Impact investing

Make a difference in the world through your investments.

Impact investing allows you to tailor your portfolio towards companies that align with your values to address issues that are most important to you.

We can create a custom "you" index for any values or initiatives you want to see included in your portfolio.

Investors with social missions or passions, who would like their working capital to reflect their values, should consider impact investing.

Find out why clients like you
switch to Pure Portfolios

People want advice but don't want to pay a premium.

Many of our clients come from other advisors for a reason.
Whether you have concerns about your current advisor or need a second opinion, let's chat and see if Pure Portfolios is a good fit.

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