O'Fallon, MO Office
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PurposePath Capital, LLC
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About
PurposePath Capital provides discretionary and non‑discretionary portfolio management and separate financial planning and coaching to individuals, high‑net‑worth clients, entities and 401(k) plans, managing roughly $63 million for about 135 clients. Engagements can include direct asset management or delegated management to outside managers, and written financial plans are prepared using third‑party planning software.
The firm’s investment process is grounded in Modern Portfolio Theory, using mean‑variance optimization and dynamic financial analysis to set asset allocation and stress‑test models; portfolios typically employ diversified ETFs, mutual funds, equities, fixed income, and private funds. For larger or fixed‑income accounts PurposePath uses third‑party model portfolios and bond‑ladder programs (contracted with outside managers) and conducts ongoing monitoring and rebalancing guided by strategic and tactical allocation choices.
PurposePath is owner‑held through a separate legal entity and operates with a small advisory team, a structure that can result in more direct oversight and individualized implementation compared with larger firms. The firm’s adviser is also licensed to sell insurance and the brochure discloses potential conflicts from commissions and profit‑sharing on certain private investments, along with written policies and disclosures intended to manage those conflicts.
Based on PurposePath Capital, LLC
Expertise
Based on PurposePath Capital, LLC
Location
225 S Main
O'Fallon MO 63366
Advisors at this office
2
Advisors at this office
Benjamin H
Series 63, Series 65
O'Fallon, MO
PurposePath Capital, LLC
Benjamin Harris is a financial advisor at PurposePath Capital, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Harris is also involved in insurance sales through a separate business, offering annuity and life insurance products. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for about 135 clients. The firm employs a Modern Portfolio Theory–based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds, with a focus on direct oversight and individualized implementation.
Nicholas T
CFA®, Series 63, Series 66
O'Fallon, MO
PurposePath Capital, LLC
Nicholas Troiani is a CFA® charterholder and financial advisor at PurposePath Capital, LLC with five years of industry experience. He previously worked at Saxony Capital Management, Saxony Securities, Inc., Edward Jones, and Wells Fargo. Outside of his advisory role, Troiani is involved in managing several real estate businesses as a part owner and managing partner. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans. The firm employs a modern portfolio theory-based investment approach using diversified ETFs, mutual funds, equities, fixed income, and private funds, and offers both discretionary and non-discretionary management through a small advisory team.
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