Aureum's Investment Approach

Building the right portfolio for your unique needs is a process that starts with the right team. Aureum’s investment team brings a diversity of skills and expertise to every client experience. Collaboration and the commonality of perspective shared by our professionals ensures a high level of service not easily duplicated in other wealth management firms.

Our independent structure allows us to be flexible in our approach. Our process begins with an assessment of your current financial situation. We will examine asset allocation, risk exposure and diversification, in addition to fees and expenses. We design portfolios with ETFs, customized fixed income, private credit, private equity, and private real estate. A global thread is woven through all our strategies.

Our strategic partners include financial professionals such as CPAs and business advisors who specialize in areas of taxation for individuals, trusts, and businesses. This allows us to combine asset management and financial planning with proper tax strategy, in order to provide our clients with unique tax-advantaged and integrated wealth management solutions. Our team is always working to find the balance between risk and return.

“Taxes, fees and poor diversification can eat away at your returns. Far too many people ignore the impact these factors can have on investment growth. We don’t.”

– Cory Lyon, COO and Partner, Aureum Wealth Management

Your Investment Journey

Choosing a wealth management team is an important decision. Building confidence for your investment journey is a multi-step process of discovery that starts with our first conversation. Your dedicated Aureum team can provide the innovative and integrated solutions your situation demands.

Our financial professionals collaborate with you on the design, implementation and on-going management of your customized wealth management plan.

Asset Management

Proper asset allocation and diversification between equities and fixed income will be based on each client’s financial goals and objectives, as well as personal risk tolerance.

Preservation

Preserving capital is a key component of our asset management approach. Where the primary goal is to preserve capital and prevent loss in a portfolio, this strategy necessitates investment in the safest short-term instruments.

Growth

Portfolios designed for capital appreciation and long-term growth typically use equities as the primary investment vehicle. We have some a-typical solutions as well.

Security

If the primary investment objective is secure income flow and asset preservation, usually fixed income products are used in proper combination.

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Aureum Wealth Management, LLC, is registered as an investment adviser with the SEC. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. It is not affiliated with or endorsed by the Social Security Administration or Medicare. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time. All investment and insurance strategies have the potential for profit or loss. Information presented is believed to be current. Photos and videos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.