A complete list of active advisors currently associated with Auour Investments LLC

Warmer can help you find a great advisor at Auour Investments LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Auour Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.