Auour Investments is a registered investment advisor headquartered in Woburn, Massachusetts, offering discretionary and non-discretionary investment management services. Founded in 2013 and owned by its managing principals, the firm primarily serves individuals, high net worth individuals, trusts, estates, and charitable organizations. Auour uses proprietary asset allocation models and quantitative strategies—focusing heavily on exchange-traded funds—to manage portfolio risk and protect client purchasing power. The firm offers several globally diversified investment strategies ranging from fixed income to levered equity. Additionally, Auour provides sub-advisory services to other financial advisors and distributes its investment strategies through third-party platforms. The firm maintains relationships with multiple independent custodians, such as Fidelity, Charles Schwab, Altruist, and Interactive Brokers, to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All advisory fees are subject to negotiation. Sub-advisory and co-advisory clients pay higher total fees because fees charged by outside registered investment advisors are in addition to Auour's fees.