July 7, 2023

Purus Perspective Special Edition: July 2023

July 7, 2023

Happy Friday!  We hope everyone had an enjoyable and safe 4th of July holiday.  Luckily, it seems the markets were celebrating along with us. Despite the Fed indicating a need for possibly two more rate hikes, the market has continued to rally. It should be no surprise to hear that your PWM Investment Committee is cautiously optimistic and will continue to work hard to find upside potential while managing downside risk.

Amid this wonderful national holiday, Purus had some exciting news where we introduced our refreshed brand and our CLEAR Purpose Approach. For those of you who were not able to join us for our big announcement, the video is included below.  It is short (approximately 12 minutes long), so give it a look!  We hope you like the direction we are going.

Our Value Proposition

The goal of our value proposition is to clearly explain who we help and how our CLEAR Purpose Approach is designed to do that. The process we went through to revamp our value proposition really made our entire team think long and hard about how we do what we do and why we do it.

CLEAR Purpose Approach

Our CLEAR Purpose Approach is a process that has been at the heart of the Purus client experience since the inception of our firm. It just never had a name before. It is a time-tested process that helps our clients build, create, and achieve their goals.  

Check Out Our Fresh New Website!

Our new website encapsulates what truly matters to Purus: our clients, our team, and our community.  When we started Purus in 2015, we envisioned a company that would help our clients the way they deserved to be helped.  Now, eight and a half years later, our vision has come to life, and we are extremely proud of our Purus team and our client relationships. We hope you enjoy our new website.  It is our virtual front door welcoming you into the magic behind the scenes.