A complete list of active advisors currently associated with Auxier Asset Management

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

Auxier Asset Management provides discretionary portfolio management primarily for individual and high‑net‑worth clients and also advises investment companies, pension and profit‑sharing plans, trusts, estates and other entities. The firm manages primarily equity and balanced accounts and serves clients through direct advisory relationships as well as participation in a wrap‑fee program offered through RBC Wealth Management, reporting approximately $946 million in regulatory assets under management as of December 31, 2025. The firm follows a value‑oriented investment approach grounded in fundamental financial analysis—screening companies by measures such as dividend yield and price‑to‑earnings and favoring long‑term positions when fundamentals improve. Auxier provides retirement capital analysis using cash‑flow modeling and Monte Carlo simulations as a complement to portfolio management and uses AI tools to assist research and operations while retaining human review and oversight. Noteworthy differences from many peers include serving as the adviser to the Auxier Focus Fund and recommending that mutual fund to clients (with disclosures of the related conflicts), and reporting composite performance in accordance with the Global Investment Performance Standards with independent verification available upon request. The firm also participates in a third‑party wrap program and engages an outside asset‑recovery advocate to monitor and pursue class‑action claims on behalf of clients, with any recovery‑related fees deducted from settlement proceeds.

To learn more about the advisors currently working at Auxier Asset Management, 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.