Why Aubry & Eustice?

Why Choose Aubry & Eustice?

Fiduciary responsibility

• Exercise and maintain fiduciary responsibility for our clients

• Fiduciary responsibility is the requirement, by law, to act in our clients’ best interest

• Only Registered Investment Advisors have this responsibility

Portfolio success

• Profile your investment goals and tolerance for risk

• Establish the optimal allocation of resources in accordance with our asset allocation and behavior management philosophies

Alignment of interests

• Fee-only advisors to provide objective advice

• Commission-based conflict of interest is eliminated

Reliability

• Strategies are strictly defined by quantitative parameters developed through rigorous academic research

• No emotional attachment to investing

• Add value without relying on forecasts and predictions

• No style drift

• Reasonable costs

Exclusive relationships

• Association with pioneers in the fields of finance and economics

• Access to professional training, proprietary analysis tools, and volumes of data

Portfolio engineering

• Practical application of Modern Portfolio Theory

• We structure portfolios along proper dimensions of risk and return identified through decades of research

• Reduced trading costs add to portfolio return

Broad Diversification

• Strategies provide broad exposure, covering securities in every segment of the domestic and foreign markets

• Strategies deliver precise and deep asset class exposures not available elsewhere

Planning Solutions

• The development of a complete and thorough plan

• Specific to the needs and desires of the family

Relationship Management

• Coordinate and control management of the family’s financial, tax, legal and business affairs