WALL STREET
WITHOUT THE
WALLS
We built Auric to keep the thinking sharp, but lose the barriers.
Wall Street made financial advice powerful.
It also made it cold, scripted, and out of reach. Too much Wall Street bureaucracy and too much focus on sales quotas.
We blend Wall Street-level thinking with the rigor you’d expect and the relationship you’ve been missing.
This is wealth management without the walls.
WHAT MAKES
AURIC DIFFERENT
At Auric, we didn't just leave big institutions.
We walked away from quotas, red tape, and the one-size-fits-all approach that put scale over service.
This isn’t Wall Street dressed down. It’s something entirely different: personal, barrier-free, and actually built around you.
WHAT WE DO
At Auric, we bring structure to your wealth without putting you into a rigid system.
Our investment philosophy is clear, disciplined, and designed to support your real life, with all its complexity, flexibility, and uniqueness.
This is the back bone of everything we do. We focus on how your wealth is spread across asset classes because that’s what drives real outcomes.
We pair active specialists with low-cost index strategies, so you get efficiency and edge.
Portfolios aren’t “set and forget”. We rebalance. We adjust. We watch for red flags. And we’re always working to keep you on track.
TAX-AWARE
STRATEGY
After-tax returns matter. We integrate tax-rate decisions throughout, from asset location to loss harvesting.
Expectations
Our investment process is designed to provide value along our clients’ financial journeys. We recognize that the only way to truly judge the success of an investment portfolio is by its effectiveness in achieving the goals of the client. We combine our continuous portfolio management with regular client communication in order to keep the structure of the investments aligned with client goals and expectations.
WHO WE SERVE
We’re for the people who want more than cookie-cutter advice.
You’ve worked hard, built something meaningful, and want what’s next to feel crystal clear.
TYPICAL MINIMUM INVESTMENT IS $2M.
EXPLORE MORE ABOUT AURIC
OUR DOORS ARE WIDE OPEN
Get the sharp thinking without the barriers. Let's talk through what's next.
SIT DOWN WITH US
Join one of our small-group salons. Wine, good people, better conversations.
WHAT WALL STREET CAN’T OFFER
Ask us about our latest private strategies and smart borrowing tools.
*These reviews were provided by current clients. These reviews were not compensated, and there are no conflicts of interest affecting its content. These reviews are not intended to be representative of all clients. Individual experiences will vary depending on each client’s circumstances. Testimonials are provided for informational purposes only and should not be construed as a guarantee of future performance or success, nor as an endorsement of the firm’s investment advisory services. Additional reviews may be available on our Google Business Profile.ISN’T JUST
ABOUT ACCUMULATION. IT’S ABOUT ALIGNMENT.
WEALTH
At Auric, we bring clarity to complexity, and warmth to a world that often feels walled off.
Whether you’re planning something big or just want a guide who gets it, we’re here to help you towards what matters most.
No Walls. Just Answers.
How do we get started?
Fill out the short form on our Contact page or give us a call. We’ll schedule a real conversation. No scripts, no pressure. We listen first. The door’s already open.
Do you have account minimums?
Our typical minimum investment is $2 million. We work with fewer clients so every relationship gets the depth it deserves. If you’re close to that range or feel like a strong fit, let’s talk.
Do you work virtually?
Yes. We work with clients in person at our Aliso Viejo office and virtually. We adapt to what works best for you. The relationship comes first.
What is your investment philosophy?
Clear, disciplined, and built around real life. Asset allocation is the backbone. We combine active specialists with low-cost index strategies, manage portfolios continuously, and stay tax-aware. The goal isn’t to fit you into a model. It’s to structure your wealth around your life.
How often do we meet?
As often as it makes sense for you. Some prefer quarterly check-ins. Others want more frequent contact during transitions. We stay close and show up before you have to ask
Who is a good fit for Auric?
We’re intentionally selective. We work best with business owners, executives, professionals, families in transition, and retirees who value honesty, follow-through, and a real partnership.
What makes Auric different from big firms?
We left the quotas, red tape, and one-size-fits-all model behind. You get Wall Street-level thinking without the walls: fewer clients, deeper relationships, and a team that shows up like it’s personal.
Do you only manage investments, or do you help with broader planning?
We bring structure to your entire financial life: investments, tax strategy, retirement income, estate coordination, equity compensation, liquidity events, and more. Everything aligns with your goals and values.
Is the first conversation a sales pitch?
No. It’s a real conversation. No scripts, no pressure. We listen first, then talk about whether and how we might help.
Do I need to be in California to work with you?
Our headquarters is in Aliso Viejo, but we work with clients both locally and virtually. Geography is rarely a barrier.