Will the Fed cut 50 bps or 25? How many more can we expect this year? How low can the 2 year treasury go? Have we seen the last of the 2024 stock market corrections? Read on to find out! #Fed #YearEndRally #Treasuries
关于我们
Auric Capital Partners is an independent financial solutions firm, dedicated to helping smart successful people make smart successful decisions about their financial lives. We launched our firm in order to provide a better, more personalized experience for our clients – including access to objective financial planning, a complete array of investment solutions, and leading technology. We build longstanding, loyal relationships, driven by our tenacity to deliver best possible outcomes. Our four founding partners have over 100 years of collective experience as wealth advisors. Based in Southern California: William A. Schellenberg; Jay Tamkoc, CRPC?; Luke McKelvy, CIMA; Jeffrey A. DeWees, CPFA, CRPS, CIMA Visit our website www.auriccapital.com to learn more about how Auric can help you pursue the goals you have for yourself and your family. And call on us to discuss how we can help you gain back time, so you can focus on what is most important in your life.
- 网站
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https://www.auriccapital.com/
Auric Capital Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Aliso Viejo，California
- 类型
- 私人持股
- 创立
- 2022
地点
Auric Capital Partners员工
动态
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What do weaker employment reports mean for the bond and stock markets? Read on to find out. ? #JOLTS #TreasuryYield?
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?? Cheers to 2 Years of Independence! ?? We are thrilled to celebrate our 2-year anniversary as an independent boutique concierge financial firm! ?? Over the past two years, we've genuinely enjoyed fostering meaningful relationships and positively impacting our clients' financial journeys. Guided by our core values—Passion, Collaboration, Attitude, Client-Centricity, Trust, and Accountability—we are dedicated to promoting peace of mind through a family-approach to every client’s financial journey. Our uniqueness lies in being a boutique financial concierge, delivering authentic care, and thinking outside the box. We pledge to continue executing our Auric Proven Process with integrity and commitment to our core values. Thank you to our incredible clients and partners for being a part of this journey. Here’s to many more years of collaboration and success! ???? We invite you to join us at our Open House Anniversary Party on Thursday, 9/12 at 5 pm. Let’s raise a toast to the journey so far and to the exciting future ahead! ?? #Anniversary #FinancialConcierge #ClientCentricity #BoutiqueFirm
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Exciting News from the Auric Capital Partners Office! Our core values—Client-Centricity, Trust & Accountability, Collaboration, Attitude, and Passion—are now proudly displayed on our office wall, serving as a daily reminder of what drives us. These principles shape our commitment to delivering the best for our clients and fostering a culture of excellence. #CoreValues #TeamCulture #ClientFirst #Trust #Collaboration #PassionInAction #AuricCapital #WorkplaceVibes
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Join us at our Open House! There will be food, drinks, music, and lots of memories made! Bring your friends and family. See you there! Please RSVP to [email protected] and let us know how many in your party. Please include first and last name of each guest.?
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Join us at our Open House! There will be food, drinks, music, and lots of memories made! Bring your friends and family. See you there! Please RSVP to [email protected] and let us know how many in your party. Please include first and last name of each guest.?
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Is the recent stock rally likely to continue even though historically September and October are weak months? Take a look inside to find out! ? #InterestRates #PCI #Rally #GoldMiners
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Join us at our Open House! There will be food, drinks, music, and lots of memories made! Bring your friends and family. See you there! Please RSVP to [email protected] and let us know how many in your party. Please include first and last name of each guest.?
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?? We are proud to have wrapped up our first class of interns at Auric Capital Partners. We’re deeply grateful for the dedication, fresh perspectives, and hard work each intern brought to our team. Your contributions have made a meaningful impact, and we have no doubt that you all have bright futures ahead. As you embark on your next journeys, we wish you every success. Thank you for being a part of our team! #AuricCapitalPartners #InternshipProgram #FutureLeaders #ThankYou
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