Optimizing your experience...
Optimizing your experience...
About Aurea Investments
I am Jack Thayer, founder of Aurea Investments. I help business owners, healthcare and SNF operators, 401(k) plan sponsors, and complex families make investment decisions through clear process, risk management, and long-term capital allocation.
Aurea is intentionally direct. Clients work with me, not a call center or layered committee.
I spent several years in retirement plan administration and saw how much fiduciary work depends on repeatable process, documentation, and clear roles. I also saw how often owners and plan sponsors were left with fragmented advice.
Aurea was built to serve clients who need more than a generic allocation template. A business owner may need to separate operating reserves from long-term capital. A healthcare operator may need to account for payer and reimbursement uncertainty. A plan sponsor may need an investment menu and fee review that can be documented for the fiduciary file.
My role is to help organize those decisions, explain tradeoffs plainly, and implement within a written scope of engagement.
Operating Principles
Advice should be grounded in a clear understanding of the client, the decision, the risks, the fees, and the practical alternatives.
For business owners and operators, the investment portfolio should reflect business concentration, liquidity needs, debt, tax coordination, and long-term capital goals.
Written process, review cadence, and clear rationale help clients and plan sponsors avoid reactive decisions during stressful markets or business events.
A 401(k) review should help a sponsor understand investment menus, fees, provider roles, and committee records without implying guaranteed compliance outcomes.
Aurea provides investment advisory services only pursuant to a written advisory agreement and agreed scope. I do not provide legal, tax, accounting, reimbursement, plan administration, recordkeeping, or healthcare operational advice. Client-specific recommendations require an understanding of the client's objectives, risk tolerance, financial circumstances, and other relevant facts.