Pure Portfolios is a modern wealth management firm based in Portland, Oregon. As a fiduciary, they prioritize their clients' interests and offer a low-fee, personalized service for investing and planning. With $269 million in assets under management and serving 275 households nationwide, Pure Portfolios believes in a well-rounded partnership that goes beyond portfolio management, providing collaborative financial plans that reflect clients' life's work. They use the latest technology for evidence-based investing, helping to manage risk, mitigate human bias, and boost tax-efficiency. From estate planning to stock options and tax planning, Pure Portfolios helps clients make data-backed money decisions.
With a focus on transparency and accountability, Pure Portfolios aims to shake up the high-cost investment management industry by in-sourcing their investment management and avoiding expensive third-party managers, mutual funds, or hedge funds. They offer qualified investors a fee structure that aligns with investment performance, creating a clear line between their compensation and a client's investment outcome. Whether approaching retirement, building wealth, or seeking unbiased financial advice, Pure Portfolios provides unfiltered commentary, simple language, and actionable steps through their weekly newsletter, podcasts, writings, and educational videos.
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