Portfolio Management | Retirement Plan Management
Portfolio Advisory Services

 




Portfolio Management Service: Accumulating & Preserving Wealth top ^


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:

  • Overall markets: Should we be on Offense (wealth accumulation) or Defense (wealth preservation)?
  • Which market capitalizations and styles are demonstrating strength/weakness?
  • Which U.S. sector industries are demonstrating positive trends?
  • Which world markets suggest an overweight or underweight such as International or Emerging Markets?
  • Which alternative assets are supporting higher prices?


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.

 




Retirement Plan Management: Investment Advice, Education & Care top ^


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.

 




Portfolio Advisory Service: Unbiased Advice for Better Choices top ^


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
Aurora Investment Management Group, L.L.C. ("Aurora") is a registered investment advisor in Maryland, Virginia and the District of Columbia. Aurora may only transact business in those states in which it is registered, or qualifies for an applicable exemption or exclusion from such state's registration requirements. Aurora will not render investment advice to any individual unless it is first registered in the individual's state of residence or unless it satisfies an applicable exemption or exclusion from such state's registration requirements.

Aurora’s website is limited to the dissemination of general information pertaining to its investment management and investment advisory services. Accordingly, Aurora’s' website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Aurora’s specific advice is given only within the context of our contractual agreements with each client. Advice may only be rendered after the delivery of Form ADV-Part II (investment advisor's disclosure document) and the execution of the client agreement by the client and Aurora. Form ADV Part II may be viewed by accessing the link below.

Aurora does not make any representations or warranties as to the accuracy, completeness, or relevance of any information or opinion prepared by any unaffiliated third party provider, whether linked Aurora’s website or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided appropriately.

Form ADV Part II - Download Here


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