Advisors at this firm
Joseph H
CFA®, Series 63
Woburn, MA
Auour Investments LLC
Joseph Hosler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Integrity Financial Advisors, LLC since 2021. He also owns Auour Advisory, where he provides strategic consulting services to private and public corporations, advising executives on business models. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm primarily recommends active, discretionary management via affiliated investment advisers and provides ongoing account monitoring and performance reporting.
Kenneth D
Series 65
Woburn, MA
Auour Investments LLC
Kenneth Doerr is a financial advisor at Auour Investments LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Keystone Capital Corporation and Auour Advisory LLC since 2014. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm uses proprietary asset-allocation models and a multi-factor quantitative framework to guide its investment strategies, combining direct management with broad third-party distribution through sub-advisory and signal service arrangements.
Robert K
Series 63, Series 65
Woburn, MA
Auour Investments LLC
Robert Kuftinec is a financial advisor at Auour Investments LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Keystone Capital Corporation and Auour Advisory since 2014. Outside of his advisory role, he provides strategic consulting services to private and public corporations, advising executives on business models. Auour Investments offers discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation models and a multi-factor quantitative framework to manage portfolios, combining direct management with extensive third-party distribution arrangements.
Mark N
Series 63, Series 65
Woburn, MA
Auour Investments LLC
Mark Naylor is a financial advisor with Auour Investments LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He is also President and sole owner of Partner Capital, Inc., a consulting firm focused on real estate acquisition and direct ownership. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation models and a multi-factor quantitative framework to guide strategic and tactical allocations, primarily using exchange-traded funds and other securities, and combines direct management with broad third-party distribution.