Auour Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$359,226,827
Clients
363
Advisors
4
of 7 employees
About
Auour Investments provides discretionary and non-discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates, family offices and charitable organizations. Its service offerings include directly managed separate accounts, sub‑advisor and co‑advisor relationships with other registered investment advisers, and a strategy signal service that uploads model holdings and trade instructions to third‑party platforms (assets relying on those signals are treated as assets under advisement).
The firm’s investment process is driven by proprietary asset‑allocation models and a quantitative “Auour Regime Model” that analyzes macroeconomic, momentum, valuation and credit factors to guide strategic and tactical shifts, with a preference for implementing allocations via ETFs. Portfolios are overseen by an Investment Committee that monitors allocations regularly, employs seven model strategies (including an aggressive levered‑equity option), and uses quantitative and software tools — including applications with AI/ML capabilities — to support analysis and execution.
Notable distinctions from many peers include an explicit affiliation with Integrity Financial Advisors, LLC, under common ownership and use of tri‑party arrangements whereby Integrity advisers often refer clients to Auour and help determine client risk positioning. The firm also operates an active third‑party distribution model (sub‑advisory, co‑advisory and strategy‑signal services), and the brochure discloses that Auour advertises performance results, third‑party ratings and uses endorsements in advertising; additionally, a firm principal serves as trustee of a client trust, which has led the firm to engage an independent accounting firm for the required annual surprise custody examination.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Insurance commissions earned by associated persons for selling insurance products are separate and in addition to advisory fees.
Account minimum: $5,000,000
Main office
400 Tradecenter, Suite 3990
Woburn MA 01801
Advisors at this office
4
Most active in
California · Florida · Maine · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Oklahoma · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Auour Advisory · Auour Advisory LLC · Auour Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joseph H
CFA®, Series 63
Woburn, MA
Auour Investments LLC
Joseph Hosler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Integrity Financial Advisors, LLC since 2021. He also owns Auour Advisory, where he provides strategic consulting services to private and public corporations, advising executives on business models. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm primarily recommends active, discretionary management via affiliated investment advisers and provides ongoing account monitoring and performance reporting.
Kenneth D
Series 65
Woburn, MA
Auour Investments LLC
Kenneth Doerr is a financial advisor at Auour Investments LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Keystone Capital Corporation and Auour Advisory LLC since 2014. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm uses proprietary asset-allocation models and a multi-factor quantitative framework to guide its investment strategies, combining direct management with broad third-party distribution through sub-advisory and signal service arrangements.
Robert K
Series 63, Series 65
Woburn, MA
Auour Investments LLC
Robert Kuftinec is a financial advisor at Auour Investments LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Keystone Capital Corporation and Auour Advisory since 2014. He is also a partner at Auour Advisory LLC, where he provides strategic consulting services to private and public corporations. Auour Investments offers portfolio management services to individuals, high-net-worth clients, trusts, estates, family offices, and charitable organizations. The firm uses proprietary asset-allocation models and a quantitative approach, including its Auour Regime Model, to guide investment decisions with a preference for ETF-based allocations.
Mark N
Series 63, Series 65
Woburn, MA
Auour Investments LLC
Mark Naylor is a financial advisor with Auour Investments LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He is also President and sole owner of Partner Capital, Inc., a consulting firm focused on real estate acquisition and direct ownership. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation models and a multi-factor quantitative framework to guide strategic and tactical allocations, primarily using exchange-traded funds and other securities, and combines direct management with broad third-party distribution.
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