Private 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, we conduct 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 advancement 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.

Learn more about the UltraModern Portfolio Theory that shapes our investment philosophy.

Contact Aurum Wealth Management Group
To learn more about Aurum’s private wealth management services or to schedule a no-risk consultation session, contact Eric Wulff or Chris Bart at 440.605.1900 or visit our contact page.


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Ultra Modern Portfolio Theory®

 

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