Family Office Advisory

AUA Capital can create customized client portfolios, e.g.: targeting an overall portfolio risk level, by combining allocations in our proprietary investment products and to external alpha opportunities with specific fixed income and cash exposures.

In addition, as an asset manager that traces its origins to a family office, AUA provides a higher-touch, more customized relationship, and can provide high-quality Family Office Advisory Services such as Consolidated Reporting and Wealth Management Coordination.