Purpose Wealth is the authentic alternative to the artifice of Wall Street. We believe the low-cost, academically-structured, passive portfolio, matched with a purpose, is the foundation of a successful investment experience.
Cost Control
Cost matters. We fight cost with passive/index funds, low-friction portfolios, tax-aware asset location, and a fair advisor fee - just 0.25% with a $2,000 minimum or $6,000 maximum per year.
Diversification
Diversification is the antidote to investment mistakes. It eliminates "uncompensated" risk and reveals return premiums that provide a superior framework for portfolio construction.
Positive Behavior
Our structured approach and counsel equips clients to avoid emotional decisions that prevent a successful investment experience.
Academic Approach
We believe academic research and economic logic, not Wall Street forecasts or intuition. We eliminate dysfunctional active management and instead follow the tenets of Modern Portfolio Theory and the Fama French Five Factor Model.
Individualized Service
No prebuilt models...We customize your portfolio around you. Simply put, your portfolio design can't possibly be known before we know you.
Fiduciary Standard
As a fiduciary, Purpose Wealth always puts client interests ahead of our own.
9415 Montgomery Rd. Suite H, Cincinnati, OH 45242 | Toll Free (877) 604-8183 | Local (513) 834-8056
