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The Pure Experience

The traditional high-fee advisor is a thing of the past. It's time
for an innovative, modern approach to wealth management.

Who we work with

Let's make sure our expertise aligns with your needs.

You need help
simplifying your
financial life.

You want professional advice, but don’t want to pay 1%+ in fees.

You want to remove emotion from your investment decisions.

You are looking for more personalized advice from your financial advisor.

The Pure experience

Pure Experience Img
Fit Meeting
We’ll schedule an introductory call to determine if we’re the right fit.
The First 30 Days

Day 1: When we’ve decided to work together, our client service team will start the onboarding process. The process is 100% digital to make joining Pure Portfolios frictionless & simple.

Day 10: 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 explain Pure Portfolios’ framework for making allocation decisions.

Day 20: We’ll build your financial plan to ensure we understand your full financial picture. This provides us with information to help you make informed decisions.

Day 30: You’ll have peace of mind knowing you have an intentional money program with actionable steps.

Investing
Our portfolio construction process starts by capturing your risk profile, reallocation strategy, capital gains threshold and setting expectations. Each month during our rebalance window, we have the potential to make portfolio changes and adjust risk exposures. We communicate changes through our monthly updates and in our formal investment review meetings.
Retirement
Retirement planning is about creating a strategy to sustain your lifestyle and achieve your long-term goals. Our data-driven approach helps you optimize income sources, manage risk, boost financial confidence, and make better money decisions throughout retirement.
Tax
Effective tax planning maximizes after-tax wealth, ensuring you keep more of what you earn. Our proactive strategies help optimize investments, retirement withdrawals, and estate plans for tax efficiency.
Legacy/Estate
Estate planning ensures your wealth is preserved, protected, and transferred according to your wishes. We help you develop a strategic plan to minimize taxes, avoid probate, and make sure your assets seamlessly flow in the way you intended.
Everything Else
Financial planning is about more than just Monte Carlo — we help you navigate the questions that matter, like Social Security strategies, retiring early, equity compensation, healthcare planning, and everything else that shapes your unique financial journey.

Find out why clients like you
switch to Pure Portfolios

Let’s set up a call and see if there’s a fit.

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

Contact Us

Frequently asked questions

Go ahead, ask us anything.

What are your fees?
0.65% All-ETF Portfolio, 0.80% Custom Portfolio. We discount fees for performance that doesn't meet a client's hurdle rate. We do not take extra fees for exceptional performance.
Are you a fiduciary?
Absolutely, Pure Portfolios is a fiduciary all the time. We also adhere to the CFA Code of Ethics. Not only does Pure put clients first, we educate people on how to identify advisor conflicts.
Why would I pay an advisor?
If you can do-it-yourself, that's great! If you don’t have the time, expertise, and desire to manage your own portfolio, Pure offers credentialed fiduciaries for a reasonable fee.
Why should I choose you?
Pure Portfolios is for those that want advice but don’t want to pay a premium. Our service is more personal than robo-advisor and costs less than a traditional advisor.

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Sunday coffee reads

Unfiltered commentary. Simple language.
Actionable steps.

From the latest market trends to planning tips, our weekly newsletter includes podcasts, writings, and educational videos that provide a clear-cut, unbiased outlook to help you make better money decisions.

Pure Portfolios
Get In Touch

insight@pureportfolios.com

1 (877) 261-0015

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Lake Oswego Office

dashicons-location 1 Centerpointe Drive
Suite 120
Lake Oswego, OR 97035

Camas Office

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Suite 200
Camas, WA 98607

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