Aurum Wealth Management
Aurum Wealth Management Group is not unlike most other wealth management firms in that we believe that the highest likelihood of achieving your stated investment objectives starts with optimal asset allocation frameworks.
Where we differ is in how we develop these frameworks. Specifically, it is how we apply our unique portfolio theory to help guide our clients to their investment objectives.
Ultra Modern Portfolio Theory®
Ultra Modern Portfolio Theory incorporates traditional asset classes across equities, fixed income, and cash along with alternative investments to achieve not just diversification of assets, but also diversification of risks. By focusing on diversifying both the assets and the risks, we deliver less volatile portfolios with a higher probability of success in achieving your intended objectives.
Learn more about Ultra Modern Portfolio Theory here.
Meet Our Team
Click below to learn more about the team behind the Ultra Modern Portfolio Theory or use the contact information below to contact us directly.
- Wendy L. Eldridge, Partner
- Leeann L. Schultz, Operations Manager
Contact Aurum Wealth Management Group
For more information on Aurum Wealth Management Group, please call us at 440.605.1900.