INSTITUTIONAL INVESTOR SUPPORT
CONTACT JEFF LOGAN, VICE PRESIDENT : 416-583-3848 OR email@example.com
Purpose provides a wide range of institutional solutions and services to pension plan sponsors, corporations, institutions, consultants, endowments, foundations and high net worth individuals who choose us for our expertise, high quality investment strategies, innovation and focus on risk management. We are pleased to provide a wide range of resources and support designed to help consultants meet the needs of their clients. From product insights and industry trends, strategy recommendations, education, to assistance with implementation, our dedicated institutional team is your partner for all things Purpose. We are here to help you.
WE OFFER THE FOLLOWING ARRAY OF SERVICES
- Investment and ETF education from Industry experts.
- Customized portfolios with performance reporting and analytics.
- Customized total cost analyses that factor in implicit costs (trading costs, tracking error) as well as explicit costs (expense ratios and commissions).
IN ADDITION TO OUR PUBLIC OFFERINGS, PURPOSE CAN OFFER
- Private Pooled fund strategies
- Segregated account management
- Customized investment solutions based on our investment strategies
Our investment strategy fees are structured such that we offer “wholesale” prices to the broad public investor. For larger sized investments, Purpose provides even lower management fee opportunities. It’s our way of democratizing the way investment solutions are offered. Please click here for more information and to contact our service team.