Auxarc Asset Management Company

The firm primarily serves individual investors and may also manage trust and retirement plan accounts, providing discretionary portfolio management and asset-based advisory services as a sole practitioner. It has operated as a state-registered investment adviser since transitioning from earlier broker-dealer affiliations and manages client assets through custodial arrangements.

The firm's investment approach emphasizes longer-term, multi-cycle strategies with an elevated focus on flexibility, risk management and efforts to mitigate valuation volatility rather than tracking short-term market movements. Investment decisions are guided by the advisor's market experience and business and political news feeds, with accounts reviewed at least semi-annually and the advisor generally willing to accommodate client limitations that do not conflict with stated objectives.

Distinctive operational features include client consultations conducted through home visits and an exclusive custodial relationship with a national custodian, a choice the adviser says was driven by practical considerations rather than outside compensation. The adviser may combine personal and client orders into bunched transactions with client orders given precedence, provides 24/7 internet account access, does not take responsibility for proxy voting, and discloses a lengthy industry tenure alongside ancillary activities such as selling antiques and serving on a local housing authority board.