Our Bespoke Model
MEETING THE UNIQUE DEMANDS OF TODAY’S CLIENTS AND ADVISORS
The wealth management landscape has changed, and PUREfi Wealth was created as an intentional departure from the old ways of doing things. Our approach puts our clients at the center of the four critical components that we believe deliver optimal outcomes and experiences, and that can now be unencumbered from the risks and complexities of large financial institutions.
- Unbiased advice
- Expansive access to investment, planning and banking solutions
- Proper custody and safekeeping of assets
- Cutting edge technology
Our Investment Philosophy
We believe that just trying to “outperform the market” can be a fool’s errand that leads to unnecessary risk, fees, and taxes. Our investment philosophy starts with a deep understanding of your goals, values, true appetite for risk, liquidity needs, and tax challenges. We then create and implement an investment strategy that is tethered to your financial plan and designed to deliver tax-efficient, risk-adjusted returns that meet or exceed your goals.
We establish a recommended asset allocation and investment strategy for each client based on investment goals, risk tolerance, and liquidity needs.
Properly vetted and sourced private investments –including private credit, private equity, and direct investments–can provide opportunities for differentiated returns.
We leverage our access to differentiated strategies from some of the best managers in the world. As independent advisors, we are not limited by a finite list of managers or strategies.
Liquidity management is paramount. Understanding and anticipating projected cash flow needs, and utilizing credit solutions where appropriate, ensures our clients are not forced sellers of volatile assets.
Where market returns may be sufficient to meet your goals, tracking the market with core active & passive ETF & mutual fund investments can be achievable, scalable, inexpensive, and tax efficient.
Comprehensive financial planning with a focus on asset location–as distinct from asset allocation—and tax optimization can be a meaningful source of alpha.
Our Process
Pure. Fiduciary. Independent.