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 |
|---|---|---|
Tampa, FL
| 6
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")