Purpose Wealth specializes in low-cost portfolio management backed by customized advice.
Our Focus
Cost Control
Cost kills performance. We reduce cost with index and passive funds, low-friction portfolio design, and tax-aware asset location. We keep our advisor fee low as well: just 0.25% per year, with a quarterly $250 minimum or $1,500 maximum.
Diversification
Diversification is the antidote to most investment problems. It eliminates "uncompensated" risk, such as holding too few securities or following market predictions. It reveals return premiums that provide a better framework for portfolio construction by explicitly targeting known sources of expected return.
Positive Behavior
Many investors follow an emotional process when making investment decisions. Because our structured approach and counsel fosters confidence and discipline, our clients are equipped to avoid behavioral mistakes that prevent a successful investment experience.
Our Process
Academic Approach
We believe in academic research and economic logic, not Wall Street forecasts or intuition. We replace dysfunctional active management with global diversification. We follow the tenets of Modern Portfolio Theory and the Fama French Five Factor Model, not the randomness of daily headlines.
Individualized Service
Unlike firms using pre-built model allocations, we customize your portfolio around you. Simply put, your portfolio design can't possibly be known before we know you.
Fiduciary Standard
Being held to a fiduciary standard occupies a position of special trust and confidence. As a fiduciary, Purpose Wealth is obligated to put our client's interests ahead of our own.
Our philosophy is simple: Invest passively. Live actively. Invest on purpose.SM
9415 Montgomery Rd. Suite H, Cincinnati, OH 45242 | Toll Free (877) 604-8183 | Local (513) 834-8056
