You know what matters in life. We know what matters in investing. Neither requires great expense.
Our philosophy is simple: Invest passively. Live actively. Invest on purpose.SM
Our Focus
Low Fees
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 exposure to 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 that match clients to pre-built model allocations, we customize portfolios to a client's unique circumstance. We integrate outside accounts and design their investment capital around their human capital.
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 a client's interests ahead of our own.
9415 Montgomery Rd. Suite H, Cincinnati, OH 45242 | Toll Free (877) 604-8183 | Local (513) 834-8056