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Aurora Investment Management Group Services
Portfolio Advisory Services ![]()
If you are looking for someone to manage you investment portfolio on an ongoing basis, Aurora’s Portfolio Management Services are right for you. With many of the major market indexes remaining near or below the late 1990’s levels, many investors with a buy and hold strategy have experienced very poor results. However, several asset classes, U.S. sectors, and International markets have performed very well over this same period. Today’s challenging markets require a tactical approach designed to accumulate wealth in the strongest securities while preserving wealth in weak markets. With 80% of a securities price movement based on the overall direction of the asset class, market and/or sector, Aurora’s tactical decision process begins with a top-down analysis:
Aurora then creates a tactical asset allocation portfolio diversified among the technically strongest asset classes, sectors and International regions. The objective is real, absolute returns in all markets. ![]()
Aurora Investment Management Group offers day-to-day management and guidance in company sponsored retirement packages, including 401-k, 403b, pension and profit sharing plans. Using a highly disciplined, logical and organized approach to retirement plan investing, Aurora is your partner in better investment decisions and helps you regain control of your retirement plan investments. Given the appropriate level of advice, you can and should control your retirement plan allocations and investments. Understanding your retirement plan options and controlling the risk taken with your retirement money allows you to react unemotionally to a rising and falling stock market—instead of guessing at what to do next. ![]()
Whether you manage your own investments or work with a broker, getting an unbiased opinion to confirm you are doing what’s right for your situation is advisable. That’s why Aurora offers advisory services to the savviest of investors. Services are billed on an hourly basis and do not require changing your current investment advisors or firms. Goal Planning Whether planning for college funding, retirement planning and other major life events, Aurora can determine the savings rates needed based on a rate of return that is reasonable versus based on a hypothetical model. Portfolio Check Ups Utilized for existing investments 401-k, 403-b, other retirement accounts, the Aurora check-up involves comparing your current portfolio with our model to make sure you are charting the right course for your investment goals. Aurora utilizes an investment process to understand your goals, timelines and risk tolerances. An investment strategy is then developed that fits the parameters of your investment profile, with changes advised when adjustments are needed. |
A Smarter Approach to Investing Aurora Investment Management Group LLC was formed to help investors generate optimal investment returns through Aurora’s comprehensive understanding of how capital markets operate. The movements of the markets are not random. Stock prices are ultimately driven by the same thing that drives the price of most everything: supply and demand. Aurora helps clients capitalize on supply and demand trends. Our investment management philosophy is based on how the markets actually operate, not on academic theory (Asset Allocation Models) or conventional wisdom (buy and hold, stocks out perform all other investments over the long term). By utilizing our internal technical analysis expertise combined with sound fundamental research Aurora believes we can increase our chances for success in rising markets while limiting the amount of risk in your portfolio during periods of market declines. When we combine technical and fundamental analysis, it is like playing the piano with both hands. While Aurora employs the best strategies in technical analysis and as with all investments, assurance that recommendations or strategies will be profitable and/or protect against a loss cannot be guaranteed. |
200 Brookletts Avenue | Easton MD 21601 | P: 410-200-0514 | E: info@investwithaurora.com |