Pure Benchmarks · Decision Benchmark
Did Your Financial Advisor Make the Right Decisions?
Pure Benchmarks Decision Benchmark answers the question no quarterly statement, no advisor review meeting, and no existing retail investor tool has ever been able to answer objectively — did your financial advisor's specific investment decisions produce better or worse results than real investors in the same risk category who made different choices at the same time. Every major wealth management firm already tracks this comparison internally. A firm managing three million clients in an 80/20 portfolio category knows exactly how each of those three million portfolios performed relative to the others after every major portfolio change. That information has never been shared with clients. Pure Benchmarks provides it independently using verified data from real connected accounts with no firm having any influence over any data point.
The question no statement answers
A quarterly statement reports the outcome. An advisor review meeting explains the outcome. Neither one tells you whether a different decision, made by comparable investors at the same moment, produced a better result.
What the firms already know about this
A firm managing three million clients in an 80/20 portfolio category knows exactly how each of those portfolios performed relative to the others after every major change. The comparison exists internally at every large wealth manager and has never been shared with clients.
How Pure Benchmarks reconstructs the answer
Every major change in your connected portfolio history is isolated, the performance window around it is priced, and the outcome is ranked against thousands of real verified investors in the same one of nine standardized risk categories who faced the same market at the same time.
Looking back at decisions you already questioned
Investors most often run this on the decisions they already had doubts about — a sale during a drawdown, a shift out of an asset class, a rebalance that felt mistimed. Some turn out to have been average for the category, and some turn out to have cost real money.
Your current platform won't show you how your portfolio ranks against real investors in the same risk category. Create your secure Pure Benchmarks account and see exactly where you stand.
See Your Free Benchmark ReportFrequently asked questions
Did my financial advisor make the right decisions?
Pure Benchmarks answers it decision by decision, comparing the performance before and after every major change in your connected portfolio to thousands of real verified investors in the same risk category who faced the same market conditions.
Did my advisor help or hurt my portfolio?
The Decision Benchmark reports the dollar difference between what your portfolio did and what the verified peer comparison shows for each major change, so help or hurt becomes a measured figure rather than an impression.
Can I review my advisor's historical decisions?
Yes. The Decision Benchmark covers every significant change inside your connected portfolio history and ranks each one against the real verified peer set for that period.
Keep exploring
- Can You Track Your Financial Advisor's Decisions?
- Are Your Financial Advisor's Decisions Working?
- How to Tell If Your Advisor Is Making Good Investment Decisions
- The Financial Advisor Decision Tracker Built for the Client
- Is Your Financial Advisor Doing a Good Job?
- How Do You Know If Your Portfolio Changes Worked?
See where a specific firm's portfolios stand:
New here? Read the portfolio benchmarking FAQ or the Pure Benchmarks blog.
This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.