Why AUA?

Seasoned Investment Team

  • AUA’s 4-person investment team has over 60 years of experience managing traditional and alternative assets at large hedge funds and institutional asset management firms.

Offerings

  • Comprehensive Multi Family Office Investment and Wealth Management Services.
  • Core and Opportunistic Investment Strategies and Processes that are Liquid and Cost Effective.

Investment Philosophy

  • Diversified, Strategic and Tactical.

Alignment of Interest

  • We manage your portfolio as if it is ours, because it is! All of our capital is managed in strategies alongside our founding family whose assets represent a significant portion of AUA Capital Management.

Institutional Firm and Investment Products.

  • SEC registered.