Optimizing your experience...
I spent four years in 401(k) administration watching the advisory industry from the inside. What I saw wasn't pretty: high fees for mediocre service, cookie-cutter portfolios dressed up as "personalized advice," and advisors who only called clients when something went wrong.
Meanwhile, I was developing my own investment philosophy. Studying Buffett, Graham, Munger. Trading my own money in precious metals and options. Learning that the best opportunities come when everyone else is looking the other way.
In 2024, while the crowd chased meme stocks and crypto, I loaded up on gold and silver miners—dismissed by an entire generation as "boomer rocks." The thesis was simple: 5,000 years of monetary history doesn't become obsolete because young people discovered Bitcoin.
That's the lens I bring to everything: find what's undervalued because crowds are ignoring it, then execute with systematic discipline.
Aurea exists because I believed investors deserved better than what the industry was offering. Lower fees. Real attention. A fiduciary who actually believes in something beyond gathering assets.
Not because it's magic, but because human nature doesn't change. Crowds will always overpay for what's popular and ignore what's unfashionable. That creates mispricing. Patient capital captures it.
The best investment thesis in the world is worthless if you panic-sell during a drawdown. Systematic processes remove emotion from execution. That's why I built tools to monitor portfolios daily, harvest losses automatically, and rebalance without second-guessing.
Most advisors treat tax planning as an afterthought—a December scramble at best. I treat it as a core function, running daily scans for harvesting opportunities and coordinating with CPAs year-round.
I use AI and systematic tools to execute faster and more consistently than any human could manually. But the investment decisions—what to buy, when to harvest, how to allocate—come from value investing principles, not algorithms.
Your money stays at one of the world's largest brokerages. I manage it, but I can't move it.
State registered investment advisor. Series 65 licensed. Built systematic tools for value investing execution.
Developed and executed contrarian position in precious metals miners while market focused on crypto and tech. Applied value investing principles to identify mispricing.
4+ years managing retirement plans. Learned ERISA compliance, fiduciary requirements, and saw firsthand how the advisory industry operates.
Options strategies, precious metals, value-oriented positions. Everything I recommend to clients, I've done with my own money first.
I'll review your portfolio and show you what I see. If my approach fits your situation, we can talk next steps. If not, you still get the analysis.
