Portfolio Management
Built Around You
Personalized portfolio management and financial planning aligned with your goals, risk tolerance, tax situation, and liquidity needs, for your entire household.
For illustration only. This is not the asset allocation every client will have.
For illustration only. This is not the asset allocation every client will have.
Portfolio design without hidden tradeoffs
Customized Portfolio
Portfolios may invest in ETFs, mutual funds, individual stocks, cash equivalents, and select options strategies such as covered calls and cash-secured puts, based on client suitability.
Tax-Efficient Investing
Low-cost implementation, thoughtful asset allocation, and tax-aware decisions designed to support better after-tax outcomes over time.
Managed Options
Options strategies such as covered calls and cash-secured puts, used where suitable, that seek to generate income and provide a partial hedge against declines.
Rebalancing & Tax-Loss Harvesting
Portfolios are monitored against target allocations with rebalancing and tax-loss harvesting when market conditions create opportunities.
Concentrated Stocks
Custom option overlay strategies designed to help manage concentrated stock risk over time while seeking to defer or reduce the tax impact of an outright sale.
Secure Custody
Accounts are held in your name at Charles Schwab, a leading third-party custodian, with SIPC protection and bank-level encryption.
Built-in visibility for your investments
See allocation, holdings, performance,
open options positions, and fees
Your dashboard brings portfolio mix, quarterly performance reports, and transparent fee reporting into one place, so every investment decision stays visible.
- Holdings and asset allocation at a glance
- Quarterly performance, risk analysis, and fee invoice reports
- Open covered calls, cash-secured puts
Why investors choose Aure
No AUM-based Fee Drag
Traditional wealth managers charge more as your portfolio grows. Aure uses a transparent flat fee, so compounding works harder for you.
All-In Household Support
One comprehensive relationship can cover taxable accounts, retirement accounts, cash management, tax coordination, and planning across the household.
Fiduciary Advice
Advice is built around your best interests with no commissions, lockups, or proprietary products steering portfolio decisions.
Ready to build a more tax-aware portfolio?
Get portfolio management and financial planning with transparent fees and fiduciary guidance.