Institutional Investors

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.

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.

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.