Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc.

Overview
Date Founded

2007

Headquarters

3131 Camino Del Rio North,Suite 1550,San Diego, CA 92108-5743

Type of Company

Private

Employees (Worldwide)

71

Industries

Investment Services & Portfolio Management
Market & Policy Research
Consumer Services
Other Business & Consulting Services

Company Description

Pure Financial Advisors provides continuous advice to clients based on each clients' individual objectives, time horizons, risk tolerance, and liquidity needs. The firm's recommendations are not limited to any specific investment offered by a custodian or fund family and generally include advice regarding the following securities: exchange-listed securities, corporate debt, municipal debt, mutual funds, Government securities, options, real estate and oil & gas.The firm provides portfolio management services to clients using model asset allocation portfolios. Each model portfolio is designed to meet a particular investment profile in terms of risk and expected return over specific time horizons. Pure Financial has several model portfolios designed to meet specific risk and expected return profiles. These model portfolios have equity exposure from 0% to 100% and can be structured with a combination of ETFs, no-load index funds and/or institutional class mutual fund shares. Generally, portfolios are globally diversified to control the risk associated with traditional markets.Pure Financial uses strategies that are designed to diversify investment risk, manage portfolio volatility, manage performance risk over time, manage erosion from taxes, manage erosion from expenses and manage sustainable income distributions. Their strategies include: asset diversification , asset class diversification, asset allocation, tolerance-based rebalancing, asset location, institutional class assets, and income management.

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Executives & Employees

Founding Member, Chief Investment Officer

Founder & Chairman of the Board

Founder

Chief Executive Officer & Chief Financial Officer

President

Founding Member, Senior Financial Planner

Chief Technology Officer

Chief Financial Planning Officer

Managing Director, Irvine

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Awards & Honors
Rank #182
2014
Financial Advisor Magazine - Top RIA Survey
Rank #12
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $500 Million to $1 Billion
Rank #207
2013
Financial Advisor Magazine - Top RIA Survey
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