Portfolio Management

Personalized and Tax-efficient portfolios with year-round fiduciary support for the entire household

Don’t pay more to invest more

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 maket volatality 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.

All-In

Full Service

Invest in ETFs, mutual funds, equities, cash equivalents, and also options derivatives such as covered calls and cash secured puts based on financial objectives

100%

Fiduciary

We are legally and ethically obligated to act in your best interests at all times with complete transparency.