We provide investment management services as a sub-advisor to wealth management firms specializing in financial planning. Our investment management expertise gives these firms a trusted partner to maintain client-invested assets while ensuring oversight of their client’s financial plans.
Audiences
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Family Offices
Aurora’s portfolio strategies and family office objectives are aligned. Family office clients are less style-box-constrained and appreciate our lower-risk growth at a reasonable price approach. They also often need allocations to the mid-cap core stocks in which we concentrate.
Financial Advisors
Some financial advisors need outside help with growing their businesses. Our consulting services can provide this perspective. Our counsel often centers on back-office tactics for more efficient trading and operations and investment management strategies for optimal asset allocation.
Near Retirees
Are you close to retiring? Planning for retirement takes work.
Retirees
How do you best make your money work for you in retirement?