Investment Management

Your investment management requirements are unique. Aurum offers investment management solutions to help you meet your financial goals.

Aurum’s investment process focuses on how to utilize behavioral finance in concert with the best practices in portfolio management. We have designed an investment approach that allows us to capitalize on the long term, while not allowing temporary activity in the markets to interfere with our decision-making process. Two of the central tenets of our investment process are portfolio construction and risk management.

Investors today can choose from over 9,000 mutual funds, nearly 2,000 exchange traded funds (ETFs) and over 40,000 individual stocks on a global basis. In order to make sense of what to invest in, you must have an independent investment process that sorts through this sea of investments to select those strategies that will deliver the right results for your plan.

What separates Aurum’s investment research from that of its peers is the in-depth quantitative and qualitative due diligence process we follow. Our robust screening process begins with quantitative analysis, measuring empirical data for consistent performance and cost effectiveness. But this is just the first step in the process—quantitative data merely shows what has occurred in the past. Past performance does not provide predictive validity of how an investment strategy will perform in the future; thus the need for qualitative analysis. Qualitative analysis investigates the details of the manager or index that do not appear on standard screening systems. This analysis includes, but is not limited to, factors such as:

  • Investment philosophy of the strategy
  • Decision-making process
  • Portfolio positioning
  • Holdings valuations
  • Performance attribution
  • Management turnover
  • Organizational depth

By combining the empirical data from quantitative analysis with the insight we gather from qualitative research, we are able to help you select and monitor on an ongoing basis those strategies that will deliver the right results in an ever-changing and volatile investment environment.

Why Aurum Investment Management Services?

Much of what we do is designed to help our clients overcome the emotional drive to do the wrong things at the wrong times. Our job is to help clients maintain a long-term investment process and minimize unforced errors driven by greed and fear. As seasoned investment advisors, we take an active role in every aspect of your investment management process. This includes:

  • Defining your true goals and objectives
  • Getting to know your risk profile, time horizons, fears and desires
  • Designing a strategic portfolio to help you achieve your goals
  • Setting investment policies and guidelines to document the process
  • Making asset allocation decisions based on process, not emotion
  • Managing tax efficiency
  • Educating and communicating with you and your family
  • Providing advice on savings, retirement withdrawal strategies, insurance and estate planning

Are you searching for a leading investment management firm? Please call us at 866-605-1901 or complete this form, and an Aurum representative will respond shortly.

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