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Auour Investments LLC

Updated today

Client assets under management

$359,226,827

Clients

363

18% high-net worth

Advisors

4

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

91

High

Average account size

$989,606

About

Auour Investments provides discretionary and non-discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates, family offices and charitable organizations. Its service offerings include directly managed separate accounts, sub‑advisor and co‑advisor relationships with other registered investment advisers, and a strategy signal service that uploads model holdings and trade instructions to third‑party platforms (assets relying on those signals are treated as assets under advisement).

The firm’s investment process is driven by proprietary asset‑allocation models and a quantitative “Auour Regime Model” that analyzes macroeconomic, momentum, valuation and credit factors to guide strategic and tactical shifts, with a preference for implementing allocations via ETFs. Portfolios are overseen by an Investment Committee that monitors allocations regularly, employs seven model strategies (including an aggressive levered‑equity option), and uses quantitative and software tools — including applications with AI/ML capabilities — to support analysis and execution.

Notable distinctions from many peers include an explicit affiliation with Integrity Financial Advisors, LLC, under common ownership and use of tri‑party arrangements whereby Integrity advisers often refer clients to Auour and help determine client risk positioning. The firm also operates an active third‑party distribution model (sub‑advisory, co‑advisory and strategy‑signal services), and the brochure discloses that Auour advertises performance results, third‑party ratings and uses endorsements in advertising; additionally, a firm principal serves as trustee of a client trust, which has led the firm to engage an independent accounting firm for the required annual surprise custody examination.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Commissions

Insurance commissions earned by associated persons for selling insurance products are separate and in addition to advisory fees.

Other

Account minimum: $5,000,000

Main office location

Auour Investments LLC

400 Tradecenter, Suite 3990

Woburn MA 01801, United States

Number of offices

1

Most active in

California · Florida · Maine · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Oklahoma · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Passive / index investing Wealth management
user avatar

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.

Passive / index investing Wealth management
user avatar

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.

Passive / index investing Wealth management
user avatar

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.

Passive / index investing Wealth management
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