Aurum Wealth Management
At Aurum, your investment portfolio is designed and tailored to your individual needs rather than placed in a standard model. Our investment philosophy follows a proven, disciplined institutional investment process. After developing an asset allocation model based on your goals and objectives, Aurum conduscts an extensive and rigorous due diligence process to evaluate investment managers. After selection, we continuously analyze the investment managers and your asset allocation to assess the advancements toward your objectives.
We offer access to the complete universe of investment opportunities to diversify across asset class and style. Included are separately managed accounts, mutual funds, individual securities and alternative investments such as hedge funds and private equity.
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.
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