Aurora Investment Process

Step 1: Macro-Economic Analysis Step 2: Risk Management Analysis Step 3: Asset Class Allocation Step 6: Rebalancing and Trading Step 5: Portfolio Optimization Step 4: Security Selection (by asset class)

In order to provide us with the ability to trade in a timely fashion and to rebalance client portfolios when necessary, we have developed a proprietary, in-house rebalancing and trading system – Integris.  Integris expands the range of strategies that we can apply in the management of client portfolios, the frequency with which we can make changes to client portfolios, and the speed with which we respond to market-affecting events.

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