Elevating Your Financial Legacy
Aurea Investments delivers bespoke fiduciary management and comprehensive 401(k) advisory, combining transparent fees with exceptional performance.
Contact UsAbout Aurea Investments
Founded by Jack Thayer, Aurea Investments LLC is dedicated to providing tailored investment advisory and financial planning services to individuals and businesses. With a focus on wrap-fee programs and no-custody arrangements, we prioritize transparency, alignment of interests, and rigorous compliance.
Our Services
- Portfolio Management: Discretionary and non-discretionary wrap-fee programs tailored to your goals.
- 401(k) Plan Advisory: Comprehensive plan design, fiduciary oversight, and participant education.
- Financial Planning: Holistic strategies encompassing retirement, estate, and tax planning.
Resources
Download our compliance brochure, privacy policy, and ADV Part 2A below:
Contact Us
Aurea Investments LLC
100 Illinois St, Suite 2047, St. Charles, IL 60174
Phone: (630) 246-2988
Email: info@aureainvestmentsco.com