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VerifiedInvestment Management· Founded 2016

Pure Portfolios

Pure Portfolios is a financial services firm with an innovative, modern, and low-fee approach to wealth management. Our team of professional advisors builds custom portfolios aimed at reducing the cost of owning financial assets. We do not use mutual funds; we manage to maximize net after tax returns, and will never employ salespeople. This adds up to a much lower cost of investing for our clients. We believe investment managers need to get back to the fundamental reason the industry exists: to grow client assets. Pure Portfolios strives to align performance with client expectations, and for qualified clients, if we fail to do our job we receive less compensation. Accountability for client outcomes brings the focus back to investment management rather than asset gathering. We aim to raise the standards of professional conduct within investment management. Through education, promoting the highest ethical standards, and providing each client with the CFA Statement of Investor Rights we believe we can improve the way people invest. Pure Portfolios has two locations - Lake Oswego, OR and Camas, WA. Contact us at (877)261-0015 or insight@pureportfolios.com to see if Pure Portfolios is a good fit for you- Pure Portfolios Holdings LLC is a privately-owned limited liability company headquartered in Portland, OR. Pure Portfolios is a registered investment adviser with the U.S. Securities and Exchange Commission.

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HeadquartersLake Oswego, United StatesEmployees6(1 to 10)Annual revenue$1M to <$10MFounded year2016Websitepureportfolios.comLinkedIn profileLinkedIn

Verified contacts

6

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LinkedIn employees

6

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

2

tools in use

Monthly traffic

40

organic / mo

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Top roles at Pure Portfolios

6 distinct titles indexed · top 6 shown.

  • 1chief compliance officer
  • 1chief financial officer, partner
  • 1client services administrator
  • 1financial advisor
  • 1paraplanner
  • 1president and chief investment officer

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