SERVICES | Pure Portfolios

Services & Platform

FINANCIAL PLANNING

Pure Portfolios has partnered with MoneyGuidePro, a leader in financial planning software, to build custom planning solutions for our clients.

Worried about Social Security cuts? Lower future returns? Rising healthcare expenses?

Whether you’re just getting started or thinking about retirement, let us build out a customized plan that brings the complexities of your life together.

ASSET

LOCATION

Lifeyield provides our clients with an easy way to demonstrate the value of tax-efficient investment management.

We look at everything – 401(k), IRA Rollovers, Roth IRA, brokerage – and gauge the tax-efficiency of your asset location.

On a scale of 0-100, the higher the score, the better-positioned to minimize taxes and maximize your wealth.

ESTATE PLANNING

For step-by-step guide through your life and legacy, Pure Portfolios has partnered with Everplans.

The system will walk you through legal, financial, healthcare and personal decisions.

Everplans gets to the heart of your final wishes. In the end, your loved ones aren’t left with questions or concerns.

Pure Platform

PP - Website - Process - For Website - 2

"Pure Portfolios embraces a culture of innovation aimed at improving the client experience"

CHARLES SCHWAB

Custodian of Pure Portfolios Client Assets

Charles Schwab was an easy choice. The largest home to Registered Investment Advisors in the United States provides pricing power to drive down the cost of investing for Pure clients. The great reputation of the Charles Schwab name and track record of doing right by investors most closely aligned with the Pure Portfolios value proposition.

tru INDEPENDENCE

Consulting & Service Platform

In plain language, tru handles all of Pure Portfolios back office, marketing, technology, operations, and compliance needs. This allows Pure Portfolios to focus exclusively on investment management and client service.

RISKALYZE

The quantitative and objective approach to risk — or risk preference — is built upon a mathematical foundation; decades’ worth of behavioral economic studies culminating in prospect theory, the leading economic theory of risk-reward decision-making that won the Nobel Prize in Economics.

With a quantitative risk questionnaire, clients answer a series of questions that determine when they prefer risk and when they prefer certainty.The questions focus on the actual dollar amounts that the client has to invest.

Thus, clients are able to accurately capture their Risk Number™, the quantitative measure of risk, based on their real investments rather than abstractions.

ORION ADVISOR SERVICES

Orion provides dynamic performance reporting and account aggregation services to investors via a secure client portal. Through the portal, you are able to access a holistic view of all financial accounts including 401(k) assets, insurance, and financial plans. Clients can access the state-of-the-art portal via Pure Portfolios website.

MONEYGUIDE PRO

Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

EVERPLANS

A step-by-step guide through your life and legacy. It walks you through legal, financial, healthcare and personal decisions. Everplans gets to the heart of your final wishes. In the end, your loved ones aren’t left with questions or concerns.

LIFE YIELD

The LifeYield Advantage Suite® of tax-smart portfolio software helps minimize taxes, maximize after-tax returns, and increase retirement income. The Taxficient Score is like a credit score, but instead of measuring credit worthiness, it assesses the tax-efficiency of your investment portfolio.