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Investment Products

 

Alternative Investments

  • Commodities ETFs

  • Curreny ETFs

  • Long/Short Funds

  • Managed Futures ETFs/Funds

 

Annuities

  • Variable

  • Fixed

 

Equities

  • New Issue/Syndicate Offerings

  • Individual Stocks

  • Exchange-Traded Funds

  • Closed-End Funds

  • Real Estate Investment Trust (REIT)

  • Unit Investment Trust (UIT)

  • Structured Products

 

Mutual Funds

  • 17,500 share class alternatives

    • No-Load

    • A, B, C share classes

  • 5,300 institutional mutual funds

  • 2,600 load-waived funds

  • Over 500 Fund Families including the most widely held companies including:

Vanguard, American Funds, Franklin Templeton, PIMCO, T. Rowe Price, Oppenheimer, Goldman Sachs, Putnam, MFS, AIM, American Century, BlackRock, Fidelity, etc.

  • Research

    • Access to Charles Schwab Investment Advisory, Inc. (CSIA) mutual fund research

    • Direct access to portfolio managers through live event via webcasts and teleconferences

 

Managed Products

  • Customized discretionary portfolio

 

Insurance

  • Term-Life

  • Variable Universal Life

  • Whole Life

 

Fixed Income

  • Individual Bonds

    • U.S. Treasury issues - U.S. Treasury issues are backed by the full faith and credit of the U.S. government and include Treasury zero-coupon bonds, Treasury securities (bills and notes), STRIPS and TIPS

    • Government agency and mortgage-backed securities - Agnecy securities, agency zero-coupon bonds, Ginnie Mac securities and CMOs

    • Corporate Bonds - Corporate bonds are debt instruments issued by a corporation and include OTC, listed and convertibles

    • Preferred Securities - Convertible preferreds and hybrid preferreds

    • Short-term instruments - Commercial paper and certificate of deposit (CDs)

    • Municipal bonds and UITs

    • International bonds

 

Cash Investments

  • Everyday Cash from Schwab Bank - used for daily expenses with a need for ongoing accessibility; usually held in a checking account such as:

    • Schwab Banik High Yield Investor Checking

  • Cash Pending Investment - needed immediately for pending investments in stocks, bonds and mutual funds; usually held for 30 days or less in a cash investments feature such as:

    • Sweep Money Market Fund

    • Bank Sweep Feature

    • Schwab One Bank Interest Feature

  • Long-Term Cash Investments - set aside for major purchases or known obligations such as a home down payment, typically due within a year or less.  Often used as an emergency fund. Can also be part of a long-term strategic asset allocation.  Products include:

    • Purchased Money Market Funds

    • CDs

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Pure Wealth Management is an investment adviser registered with the State of California.  Advisory services are only offered to clients or prospective clients where Pure Wealth Management and its representatives are properly licensed or exempted.  This website is solely for informational purposes.  No advice may be rendered by Pure Wealth Management, Inc. unless a client service agreement is in place with you.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State St, Albany, NY, 12207.  Purshe Kaplan Sterling Investments and Pure Wealth Management are not affiliated companies.  Investments handled through Purshe Kaplan Sterling Investments and Pure Wealth Management are:

NOT FDIC INSURED, NOT BANK GURANTEED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, AND ARE NOT INSURED BY ANY STATE OR FEDERAL AGENCY

​

Pure Advanced Technologies – All rights reserved (2015-Present)

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