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 cannot withdraw funds except advisory fees you authorize in writing.
These safeguards address custody and unauthorized access. They do not protect against investment losses, and SIPC coverage, where it applies, does not cover declines in market value. 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. Aurea is deemed to have custody because it is authorized to deduct advisory fees from client accounts.
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