Portfolio Management
Built Around You
Personalized portfolios aligned with your goals, risk tolerance, taxes, and liquidity needs, with support for the 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 improve after-tax outcomes.
Managed Options
Proven options strategies such as covered calls and cash-secured puts that aim to generate income from your portfolio, and reduce downside risk.
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 to actively manage concentrated stock risk. You stay in control of your stocks and earn dividends without any lockup. Liquidate the position tax neutrally without triggering capital gains taxes.
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
0% AUM 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.
100% Fiduciary
Advice is built around your best interests with no commissions, lockups, or proprietary products steering portfolio decisions.
Ready to optimize your wealth?
Build a tax-aware portfolio with transparent fees and fiduciary guidance.