Purpose Capital Management LLC
About Us
Purpose Capital Management LLC is private, member-owned investment firm. We strongly embrace and believe in partnership approach because it creates connection and strong relationship; therefore, our clients are our members and our firm invested in their shared success. Strong results are just as important as strong relationships and we are committed to the success of our members through our time-tested investment strategies and business culture. Our mission is to provide attractive returns to our members while protecting their capital.
Investment Approach
With over 15 years of combined investment experience Purpose Capital Management LLC takes conservative, disciplined and strategic approach to Investment strategy and business culture. Our investment strategy is predicated on selecting individual stocks, ETFs, index funds and derivatives of high quality companies, well diversified by industry sector with lower volatilities relative to the market for our investment portfolio. Purpose Capital Management LLC has developed an objective and disciplined approach to investment management that combines the attributes of fundamental research with quantitative and technical execution. This approach has led to the development of several strategies whose main goal is to provide a return greater than a selected market indexes with less risk. Well-defined buy and sell disciplines are enforced to ensure a sound investment strategy. While we believe our own estimates of the financial information from companies and those from other sources to be reliable, we cannot guarantee accuracy and completeness. We at Purpose Capital Management LLC work hard for you. But, the price of any investment, equity shares and debt, can go down as well as up; and what we or the markets did in the past may not happen in the future.
Business Culture
The theme of our business culture is best described by following characteristics: Risk-Control Measures: Building portfolios that provide upside potential while controlling downside risk. We balance price and risk by scaling back appreciated positions through portfolio rebalancing. Fundamental changes in a company, a better opportunity in the same industry, excessive valuations; all could cause us to make a change. Consistency & Repeatability: In terms of track record, investment process, and demonstrating that processes and procedures are in place to maintain Investment approach Transparency: Members’ “Read Only” access to investment portfolio to ensure complete accountability and trust. Reporting: Quarterly reports of our progress to current and prospective members. Monthly statements of account and quarterly performance reports covering the respective calendar periods to members only.