Optimizing your experience...
Optimizing your experience...
About Aurea Investments™
Value investor. Fiduciary first. I buy what the crowd ignores and execute with the discipline that emotion can't match.
Series 65 licensed. Fiduciary standard. Serving investors nationwide.
Jack Thayer
Founder & Portfolio Manager
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 on value investing. Reading about sound money, fiat debasement, and why hard assets have preserved purchasing power when paper currencies haven't. 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 unwavering 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. A disciplined process removes emotion from execution. That's why I follow a structured approach: monitoring portfolios consistently, harvesting losses when they appear, and rebalancing based on valuations, not feelings.
Most advisors treat tax planning as an afterthought, a December scramble at best. I treat it as a core function, looking for harvesting opportunities throughout the year and coordinating with CPAs, not just at tax time.
I use proven research tools to execute faster and more consistently than manual processes allow. But the investment decisions (what to buy, when to harvest, how to allocate) come from value investing principles and human judgment, not algorithms.
I don't recommend things I wouldn't own myself. When I say value investing works, I mean it, because it's how I invest my personal capital.
Gold miners, silver, and commodity-related holdings. The crowd dismissed these as "boomer rocks" while I accumulated. Value investing means buying what others ignore.
Low-cost index funds as a core foundation, with tactical tilts toward undervalued regions and sectors when opportunities arise.
Treasury exposure managed based on real yields, not autopilot. When rates are attractive, I own more. When they're not, I don't.
Sometimes the best investment is patience. I'm not afraid to hold cash when valuations don't make sense.
This is a general description. Specific allocations vary based on conditions. Client portfolios are tailored to individual circumstances and may differ from my personal holdings. Past performance doesn't guarantee future results.
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 disciplined processes 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.
Tippie College of Business. Coursework in security analysis, portfolio management, and financial markets.
I'll review your portfolio and show you what I see. If my approach fits your situation, I'll walk you through next steps. If not, you still get the analysis.