How We Work with Clients

FINANCIAL PLANNING

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

 

Unsure about when to take Social Security? Lower future returns? Unexpected 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.

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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 portfolio.
 

By changing where you own certain assets, we can minimize tax drag and maximize your wealth.

ESTATE PLANNING

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

 

We will walk you through legal, financial, healthcare and personal end-of-life decisions. 

 

Everplans gets to the heart of your final wishes. Your loved ones will be empowered to know they are carrying out your legacy.

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Pure Partners

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CHARLES SCHWAB

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.

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KOYFIN

Koyfin is a financial data and analytics platform for researching stocks and understanding market trends. Koyfin's data coverage includes stocks, ETFs, mutual funds, FX, bonds, economics, news, and Twitter so Pure's investment professionals can have a omniscient view of the markets.

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RISKALYZE

​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.

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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.  

 

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eMoney

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.