Optimizing your experience...
Optimizing your experience...
The core protection is structure: your assets stay at an independent qualified custodian, statements come directly from that custodian, and Aurea does not have authority to withdraw funds.
Security features and account protections vary by custodian and account type. Confirm them directly with the custodian before opening an account.
The most important protections are custody separation, direct reporting, and independent verification.
Your assets are held at an independent qualified custodian, not at Aurea Investments.
Custodian login, funding, and transfer controls help limit unauthorized movement of assets.
You can verify Aurea’s registration and review custodian disclosures without relying on marketing copy.
The right standard is not “trust me.” It is “verify it from the regulator or the custodian.”
Review your custodian statements promptly and compare them to any reports you receive from Aurea.
For Aurea's own required disclosures, review Form ADV Part 2A and Part 2B.
Ask directly. If a control matters to you, it should be spelled out in the custodian documentation or in our advisory agreement.
Contact Aurea