Aurum Wealth Management
Whether you are currently an executive of a multinational corporation or have recently transitioned a business, Aurum can develop an approach to capitalize on your stock in the company.
Our executive services include strategies to optimize stock options (non-qualified & ISOs), restricted stock as it pertains to Rule 144, and the hedging and monetization of highly concentrated positions. In the case of any of these transactions, Aurum is attentive to potential tax implications to ensure maximum value from your investments.
Aurum operates with an open-architecture platform that gives you a dramatically greater range of opportunity and choice of traditional and alternative investments. You have virtually unlimited access to the largest universe of investment managers – all under the requisite control of an extensive and rigorous due diligence process.
To learn more about Aurum and download free capital market reports, please visit