Portfolio Management

Purpose Wealth designs, implements, and monitors low-cost, globally-diversified portfolios. Our disciplined approach is based upon academic research and economic logic, not Wall Street forecasts or intuition.

Portfolio Management includes:

  • Risk assessment
  • Portfolio design
  • Tax-efficient asset location
  • Cost-effective implementation
  • Ongoing monitoring
  • Contingent rebalancing
  • Portfolio data management
  • Tax lot accounting
  • Comprehensive reporting
  • As needed investment advice

 
 

©2010 Purpose Wealth Management, LLC | Cincinnati - Dayton, Ohio

8589 Mason-Montgomery Rd., Suite 12, Mason, OH 45040 | (877) 604-8183 | invest@purposewealth.com

Low-Cost Investment Management | Fee-Only Advisor

Disclosure | Derek Tinnin