Optimizing your experience...
Optimizing your experience...
Fiduciary Advisory for Owners and Plan Sponsors
Aurea Investments helps business owners, healthcare and SNF operators, 401(k) plan sponsors, and families with concentrated wealth make clear capital allocation decisions through process, risk management, and fiduciary judgment.
State-registered investment adviser. Fee-only fiduciary. Milwaukee-based. CRD #336580.
The Core Positioning
I help owners and fiduciaries turn complex capital decisions into a documented, repeatable investment process.
Who I Serve
Liquidity decisions, concentrated business wealth, cash reserves, and portfolio structure after years of capital tied to one operating company.
Learn moreOwner balance sheet strategy for operators facing reimbursement pressure, payer uncertainty, staffing cycles, and retirement plan oversight.
Learn moreInvestment menu review, fee benchmarking, IPS review, provider-role review, and recurring process documentation.
Learn moreDisciplined portfolio management for concentrated wealth, taxable accounts, liquidity needs, and long-term capital allocation decisions.
Learn moreServices
Aurea is built around the decisions that usually sit between personal wealth, operating businesses, and fiduciary obligations. I help create structure before market noise or business urgency forces a rushed answer.
Investment policy and portfolio structure
Risk and concentration review
Tax-aware coordination with CPA and attorney
401(k) investment menu and fee review
Owner liquidity reserve planning
Plan review meeting support
Why Aurea
Aurea is a solo-adviser firm by design. You work directly with me, and the work is built around written process, transparent scope, and careful follow-through rather than institutional theater.
Advice is framed around client interests, documented rationale, fees, risks, and conflicts.
Business concentration, liquidity, retirement plans, and personal wealth are viewed as one balance sheet.
I explain the work in practical terms so clients and plan committees can understand what was done and why.
Fiduciary Process
I start with the business, plan, family balance sheet, constraints, and the actual decision that needs to be made.
Operating reserves, near-term obligations, and long-term investments should not be forced into the same portfolio job.
Investment policy, risk limits, review cadence, fees, and responsibilities are written down before they become emergencies.
Portfolios and plan menus are managed with attention to valuation, costs, diversification, taxes, and alignment with documented objectives.
I monitor the plan, document changes, and revisit assumptions as business conditions, markets, and personal needs evolve.
I help owners think through business concentration risk, liquidity events, portfolio structure, cash reserves, and long-term capital allocation in coordination with their CPA and attorney.
View business owner advisoryI help sponsors review investment menus, fees, provider arrangements, IPS language, participant education support, and committee documentation. Sponsors retain fiduciary duties and should review all ERISA matters with qualified counsel.
View plan sponsor reviewInvestment Philosophy
My investment work is grounded in valuation, diversification, liquidity planning, tax awareness, and risk management. I do not promise returns, publish stock recommendations, or treat market forecasts as a substitute for a written process.
The goal is to help clients stay clear about what each dollar is meant to do: protect operating flexibility, support future distributions, meet plan obligations, or compound as long-term capital.
Share the decision you are trying to make. I will tell you whether Aurea is a fit, what information I would need, and what the next step would look like.
Important disclosures: All investing involves risk, including possible loss of principal. Registration as an investment adviser does not imply a certain level of skill or training. This website is educational and does not provide legal or tax advice. Review Form ADV and regulatory disclosures before engaging advisory services.