A complete list of active advisors currently associated with Auxi Asset Management, LLC

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

Auxi Asset Management provides discretionary and non-discretionary investment advisory and portfolio management to individuals, corporations and institutions, including pension plans, endowments, trusts and charitable organizations. The firm also offers wrap-fee programs and, on occasion, acts as a general partner or sub-adviser to pooled investment vehicles and private funds. Auxi implements an active, multi-strategy approach that combines multiple asset classes and sectors into consolidated portfolios, with stated strategies including Opportunistic Growth, Moderate Growth, Strategic Income and Customized allocations. The firm’s process emphasizes macroeconomic positioning, tax sensitivity and use of a broad set of instruments — individual equities and bonds, mutual funds and ETFs, options and alternative investments — to pursue a managed risk-return balance and downside control. Noteworthy for a small advisory team, Auxi manages approximately $97.3 million for 58 clients with two advisors and maintains both discretionary ($74.8 million) and a sizable nondiscretionary ($22.5 million) asset base. The firm typically uses Fidelity as custodian but may execute trades away from that custodian or utilize prime brokerage when appropriate, and it documents flexibility to accept smaller accounts or specialized arrangements (including use of margin and private partnerships) on a case-by-case basis.

To learn more about the advisors currently working at Auxi Asset 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.