A complete list of active advisors currently associated with Aurora Pointe Capital Management, LLC

Warmer can help you find a great advisor at Aurora Pointe Capital Management, LLC or one who fits your needs even better.

Aurora Pointe Capital Management provides discretionary portfolio management and comprehensive financial planning to individuals and institutions, including high-net-worth individuals, charitable organizations, corporations, and other businesses. The firm reports managing approximately $72.2 million in discretionary client assets and delivers written financial plans and periodic plan reviews as part of its advisory services. The firm’s investment process is built around individualized Investment Policy Statements and quarterly portfolio reviews that address rebalancing, strategic asset allocation, and tactical shifts informed by fundamental and cyclical analysis. Portfolios are typically constructed with a low-cost ETF core supplemented by selected individual equities and actively managed mutual funds, and the firm coordinates investment decisions with tax and estate advisors when appropriate. What distinguishes Aurora Pointe from many similarly sized independent advisers is its explicit provision of portfolio management for institutional clients (charitable organizations and corporations) alongside private-client work, a capability that is uncommon among independent firms. The practice combines institutional-style governance—formal IPS documentation and quarterly oversight—with a small-client roster that results in a relatively high assets-under-management per client.

To learn more about the advisors currently working at Aurora Pointe Capital Management, 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.

Name	Location	Years of experience
Eric Montemaggi	Vienna, VA	8

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