Institutional Wealth Management

Your wealth,
working harder
than you are.

Aurum brings hedge-fund grade portfolio strategies to individual investors. Automated rebalancing, tax-loss harvesting, and quantitative risk management — all in one platform.

Portfolio Value (YTD)
$847,320
↑ 28.4% vs 9.2% S&P 500
Avg. Return
24.7%
Assets Managed
$2.1B
Why Aurum

Built for people who
take wealth seriously

01
Quantitative Strategies

Our algorithms analyze 2,000+ data points daily. Factor-based investing backed by 20 years of backtested performance data.

02
Tax-Loss Harvesting

Automated tax optimization runs daily. Our clients save an average of $4,200/year in taxes — money that compounds into your returns.

03
Real-Time Rebalancing

Markets drift. Your portfolio shouldn't. Automatic rebalancing keeps your risk profile exactly where you set it, always.

Track Record

Numbers that
speak for themselves

Audited returns, net of all fees. Past performance does not guarantee future results.

1 Year
+31.2%
Net return
3 Years
+89.4%
Cumulative
5 Years
+214%
Cumulative
Sharpe Ratio
2.14
Risk-adjusted
Security & Trust

Your capital,
protected

🏛️
SEC Registered Investment Advisor

Aurum is a registered investment advisor, fiduciary-bound to act in your best interest at all times.

🔒
SIPC Protected up to $500,000

All assets held at custodian banks with SIPC coverage. Your funds are never co-mingled with company assets.

🛡️
256-bit Encryption + 2FA

Bank-level security on every account. Biometric authentication available on mobile apps.

Open Your Account

Start with as little
as $500

No management fees for the first year. No lock-up period. Withdraw anytime.

No credit card · Regulated & insured · Cancel anytime