At Aurora Investment Counsel, we collaborate with you to create a personalized investment policy statement (IPS). This IPS is your written document delineating return objectives, risk tolerance, time horizon, income and growth preferences, and tax considerations, among other goals. With your input, we create a recommended asset allocation that serves as the specific and disciplined roadmap for how your account will be structured. Ready to get started? Learn more about our processes and how we can help you: https://hubs.li/Q02Dk8060 #InvestmentPolicyStatement #IPS #FinancialPeace #AuroraInvestmentCounsel
Aurora Investment Counsel
Financial Services
Atlanta, Georgia 282 followers
Securing Your Life’s Work and Building Financial Legacies, One Family at a Time
About us
Aurora Investment Counsel delivers expert wealth management and investment services tailored for high-net-worth and institutional clients. As your dedicated investment counsel, Aurora values what matters most to you. We strive to provide the individualized service you deserve and value building wealth slowly and consistently over time. That’s why we work hard to cultivate enduring personal relationships rooted in mutual trust. Aurora is an employee-owned independent firm. We pride ourselves on a disciplined financial planning process and our ability to add value through security selection. For over 25 years, Aurora has sought to provide you peace of mind, knowing your important financial decisions have been taken care of.
- Website
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aurora-invest.com
External link for Aurora Investment Counsel
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Founded
- 1995
Locations
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3350 RIVERWOOD PKY
Atlanta, Georgia 30339, US
Employees at Aurora Investment Counsel
Updates
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We are proud to announce that our website, https://hubs.ly/Q02G10T70, has been recognized as the “Best Investment Website” in the 2024 Internet Advertising Competition (IAC) Awards by the Web Marketing Association (WMA). “This recognition demonstrates our commitment to educating and communicating with clients and prospects. We are honored to be considered among the best in the industry.” - David Yucius, Jr., CFA®, president of Aurora Investment Counsel. More information on this award can be found here: https://hubs.ly/Q02G12PB0 #AwardWinningWebsite #InvestmentWebsite #AuroraInvestmentCounsel
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Several weeks ago, people around the globe were treated to a spectacular show of auroras, reminding us of the beauty and wonder of our natural world. These light displays can also offer lessons on investment. Lesson 1: Patience is Key Auroras don’t appear on command. They require an alignment of conditions, such as solar activity and the Earth’s magnetic field. Similarly, patience is a virtue in investing. The best opportunities often take time to materialize. Rushing into investments without proper investment discipline can lead to suboptimal results. Auroras form from the complex interaction of the sun's radiation and the Earth's atmosphere. Investing also involves such complex interactions that can make it hard to distinguish between the important and the noise. Aurora Investment Counsel relies on investment discipline and prudent diversification to ensure long term success of client goals. The noise of the markets can be distilled into an client specific Investment Policy for success- as beautiful as any lit night sky aurora. Read more on what the Auroras can teach us about investing in this blog post: https://hubs.li/Q02Dkf4L0 #AuroraInvestmentCounsel #auroraborealis #northernlights #auroralights
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At Aurora Investment Counsel, we prioritize disciplined investment strategies that maximize returns while minimizing risk. Aurora clients appreciate that avoiding excess risk is the best way to ensure accomplishing their long-term investment goals. By employing a disciplined Growth At a Reasonable Price (GARP) investment approach and a rules based strategy for avoiding over-concentration, we enhance our likelihood of success. Our diversified approach includes sector and industry diversification, with no single stock accounting for more than 5% of your portfolio. This provides balanced risk management, protecting your investments from overexposure to any one sector or company. Experience the power of diversified investing with Aurora. Let's build a strong and resilient investment portfolio together! https://hubs.li/Q02Dk5MM0 #InvestmentStrategies #DiversifiedInvesting #AuroraInvestmentCounsel
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Considering selling your business? Don't overlook your employees' concerns. Communicate openly about the sale process, timelines, and their roles post-sale. At Aurora Investment Counsel, we understand the importance of transparent communication to address employees' questions and concerns during business transitions. For more insight, reach out to us today: https://hubs.li/Q02zFbbg0 #BusinessSale #EmployeeRelations #AuroraInvestmentCounsel
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Reach out to our team today to learn more about our personalized services and start your journey to financial success. https://hubs.li/Q02zF4_10 #AuroraInvestmentCounsel #WealthManagement #FinancialPlanning #InvestmentExpertise #TrustedGuidance
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Experience peace of mind with our holistic approach to investment management. Beyond growing and protecting your assets, we specialize in minimizing taxes and optimizing returns. Trust us to navigate the intricacies of investment management while you focus on what truly matters to you. Contact us today to learn more about our tailored investment process: https://hubs.li/Q02zFbwV0 #InvestmentManagement #FinancialSerenity #AuroraInvestmentCounsel #FinancialPeace #AuroraInvestmentCounsel
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Aurora Investment Counsel's growth strategies have been proven to deliver strong performance for family office clients. Our focus on good stock ideas, rather than labels or benchmarks, ensures optimal returns with lower volatility. With Aurora Investment Counsel, discover how our long-term approach helps navigate through market challenges and deliver peace of mind during turbulent times. https://hubs.li/Q02zF7PS0 #GrowthStrategy #familyoffice #AuroraInvestmentCounsel
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Last Chance to Register for our upcoming webinar: Securing Your Family's Wealth with Legacy Planning If you cannot attend live, register and you will receive the on demand recording. As a high-net-worth family, you want to ensure that your wealth, values, and legacy are protected and passed on to your children and grandchildren. With proper planning, you can avoid the issues of asset erosion, family disputes, and loss of control. https://hubs.li/Q02CRP-T0
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Concerned about protecting your wealth for future generations? Join our legacy planning webinar to learn effective strategies for securing your family's financial future. Register now for peace of mind. https://hubs.li/Q02CS1DN0
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