Portfolio Management
Personalized portfolios with year-round fiduciary support for the entire household
Customized Portfolio
Investment portfolios aligned with your financial objectives and risk tolerance. You directly own each investment, providing full transparency and greater control. Options overlay strategies to actively manage concentrated stock that aim to liquidate the position tax neutrally.
Tax Efficient
Low-cost and tax-efficient index investing. Regular rebalancing back to the target asset allocation with tax loss harvesting. If appropriate, leveraging options strategies and market volatility to further minimize capital gains taxes.
Secure Custody
Your investment accounts are protected by SIPC coverage and securely held in your name at Charles Schwab, a leading third-party custodian with bank level encryption.
Why Choose Aure for Portfolio Management?
Transparent, flat-fee investment management. No lockup restrictions. One comprehensive fee covers your entire household.
AUM Fee Drag
No AUM fees or commissions. No limits on accounts or portfolio size. Cash management with zero expense ratio. Tax-deductible fees for entrepreneurs and rental property owners.
Full Service
Portfolios may invest in ETFs, mutual funds, individual stocks, cash equivalents, and select options strategies such as covered calls and cash-secured puts, when appropriate.
Fiduciary
We are legally and ethically obligated to act in your best interests at all times with complete transparency. A flat fee minimizes conflicts of interest, meaning all of our advice is tailored to you and your life.
Ready to optimize your wealth?
Traditional 1–2% AUM fees are a major drag on your long-term wealth.