What We Do
We work with our clients to develop solutions that meet their goals. By learning about our clients global picture, from their spending habits, current assets, liabilities, and financial objectives, we create a comprehensive portfolio designed to achieve their goals.
Auctus is an independent firm, so we are not obligated to use specific products or offer cookie-cutter solutions. Instead, we assemble a solid, customized portfolio that address’ the individual needs of our clients. Because of our independence, we can be more agile. That agility gives us an edge when considering the variety of investment possibilities. We take things personally, and our clients know it. Their success is our success.
Our Services
It’s all about customization – in our approach to asset allocation, in our flexibility and in our client service. At Auctus Wealth Management, we want to ensure that our clients can weather the ups and downs of the global market with minimal impact, so we make investment decisions and recommendations with their personal and financial goals in mind. We begin every relationship with a complimentary portfolio review.
In addition, Auctus Wealth Management offers the following services:
Asset & portfolio management
Retirement & long-term care planning
Insurance & risk management
Estate planning strategies
Portfolio reviews
Insurance audits
Annuity audits
Products & Solutions
Equities
Fixed income
Mutual funds
Annuities
Hedge funds
Life and Health Insurance
Alternative investments
Retirement plans for individuals & businesses
Portfolio filters for specific asset classes