Traditional Investment Services

Strategic asset allocation, manager research, and portfolio construction.

When it comes to constructing and implementing your portfolio, Aurum Capital takes a disciplined and comprehensive approach. Our Traditional Investment Services Team performs deep due diligence on account managers, mutual funds, and exchange-traded funds (ETFs) based on a combination of qualitative and quantitative checkpoints. Our focus list for Aurum Capital Financial Professionals and their clients includes only those strategies and investments that have our highest conviction.

What We Provide:

• Strategic asset allocation* – To determine the most effective grouping of investments for a client’s portfolio, we examine the historical performance of a variety of assets across equities and fixed income. We also factor in market trends, inflation, and how we expect these asset classes to behave over the long-term.
• Manager research – Aurum Capital looks for managers that have achieved sustainable alpha and have differentiated investment perspectives that fit within our existing platform strategies.
• Portfolio construction - Aurum Capital carefully constructs single and multi-asset portfolios to maximize risk-adjusted returns and blend together complementary strategies.

* The use of an asset allocation does not guarantee a gain nor protect against a loss.