A complete list of active advisors currently associated with AURE Investments

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

AURE Investments provides discretionary investment management and retirement-plan advisory services for a mix of high-net-worth individuals, institutional accounts, and plan sponsors. Its client base, as described in the brochure, includes foundations and endowments, insurance and healthcare organizations, corporations, and 401(k) plans, and the firm manages equity, fixed-income, blended strategies as well as private equity and collective-fund vehicles. Investment decisions are centralized with the firm’s portfolio manager and rely on a combination of quantitative screening tools and qualitative analysis, using global equity and fixed-income exposures and benchmarks to guide portfolio construction. The firm also employs tax-loss harvesting in taxable accounts, may make direct private investments alongside partners with client consent, and uses structured and exchange-traded notes in certain strategies. Compared with many independent advisory firms, AURE’s client mix notably includes charitable organizations and corporate/business clients while not emphasizing mass-market individual (non-HNW) retail accounts. The firm also serves as adviser to collective funds for retirement plans and offers hands-on fiduciary and participant education services for 401(k) sponsors, and it discloses an affiliation with a parent company that may be used for private investment offerings.

To learn more about the advisors currently working at AURE Investments, 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.

Name	Location	Years of experience
Nicholas Baker	Tampa, FL	7

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