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Goals-based investing is the most appropriate way to manage money for investors who must save and plan for life's events, from college for the kids to vacations and retirement. Improving the likelihood of achieving goals on time presents a unique problem for investment professionals-not one of simple return maximization. ETFs make goals-based investing approachable for everyone.
Mark Yamada
PUR Investing, Inc.,
President and Chief Executive Officer
Mark Yamada is president and CEO of PUR Investing, Inc., a software development firm that provides mass customized goal-seeking solutions for individuals, their advisors, and pension plans. His experience with institutional, pension, foundation, high-net-worth, and mutual fund investing comes from a career as an analyst, portfolio manager, and leader of investment teams for multinational financial institutions. He champions individual investors, has a history of innovation, and always challenges the status quo. Mr. Yamada and his colleagues are actively engaged in changing the global retirement landscape through research and software development.
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