Valerie Kampe

Provides investment advisory services

PURE aims to produce an acceptable level of after-tax purchasing power relative to their client’s unique lifetime financial goals. The firm 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. They use a planning process to identify the specific strategies that are most appropriate for each client.

Sirach believes investing in companies with accelerating earnings and purchased at reasonable prices will result in portfolios that outperform their benchmarks over time. They identify companies that fulfill their philosophy using three broad investment disciplines: quantitative, technical and fundamental analysis. Starting with a proprietary company ranking system, they segment the universe of investable companies with a series of fundamentally defined quantitative data. Taking the best of this group, Sirach then applies price analysis that helps identify companies with favorable price patterns. Finally, the most attractive companies are further analyzed along key fundamental basis before they are added to the portfolio. After an issue has been acquired, they protect their clients' capital by identifying a review point for each issue. If a stock dips below its review price, Sirach evaluates its future in the portfolio. They also carefully track each issue against its earnings characteristics to be sure it retains the key elements they believe necessary for companies to outperform. If they do not, they are sold. Sirach's fixed-income management process analyzes a broad range of market and portfolio variables to maximize their clients' total return while holding the risk level to a minimum. Their fixed-income managers guide investment decisions regarding portfolio duration, maturity structure, sector weightings, issue selection and trading. The firm's trading desk provides the team with timely information on market values and short-term market anomalies. They negotiate the best buy and sell prices available in the marketplace. Sirach strives to reduce risk in client portfolios through asset diversification as well as duration and term structure management, sector rotation, credit quality and industry selection. They constantly monitor client portfolios and holdings, adjusting them to current market conditions in order to capture incremental total return opportunities.