Delivering investment management strategies that target individualized goals.
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With more than 30 years of experience in the financial industry, The Puri Group has invested clients' capital throughout the course of many investment cycles. This keen understanding of institutional markets and economic environments is the cornerstone of our practice and an important component to help navigate the complexities of significant wealth.
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Experience-driven capabilities
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, I stand among a small group of advisors that manage discretionary client investments and are subject to regular quantitative and qualitative reviews. This due diligence and exacting attention to detail enables me to actively manage assets on behalf of individual clients. We are empowered to manage portfolios based upon our deep investment capabilities and investment philosophy.
My team and I are long-term thinkers and seek quality and value among market opportunities. Our primary objective is to provide capital preservation and income generation in a tailored fashion to address each client's specific financial goals.
Conservatively biased approach
The group's focus is trained on the development of conservative investment strategies and we design balanced portfolios that consist of equities and fixed-income vehicles which are managed in-house. Care is taken to match risk to tolerance and need. ETFs may be used to help provide broad market exposure.
We believe this approach helps provide for consistent returns in a tax-efficient and diversified manner which many clients require. Our team is proud to deliver the highest level of customer care to help families stay the course.
Learn More
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Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
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April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
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Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now