AURI

Auri provides investment advisory services primarily to individual investors and small- to medium-sized businesses, offering both discretionary and non‑discretionary portfolio management, model portfolios constructed from broadly diversified ETFs and mutual funds, and incidental financial planning. The firm bills clients through both percentage‑of‑AUM arrangements and a flat membership model for lower‑balance accounts, and conducts automated contributions, rebalancing, and ongoing monitoring while assets remain with qualified custodians.

The firm’s investment approach emphasizes long‑term, passive strategic asset allocation guided by a suitability onboarding questionnaire, regular rebalancing, and adjustments for major life events. Auri also incorporates client education into its service model — providing group workshops and seminars and supplementing those programs with digital tools and one‑on‑one advisory support.

What is distinctive for a firm categorized as an investment manager is Auri’s clear focus on retail and small‑business clients and its use of a membership/prepaid option for lower‑balance accounts, alongside more traditional AUM billing. The brochure also discloses use of paid digital advertising and referral incentives, plans to include testimonials in marketing, and a separate non‑advisory technology services offering — features that are less common among peers that primarily manage pooled or institutional assets.