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.
Auric Capital Partners的外部链接
"What’s better than team bonding? Team bonding with bowling! ?? We traded our desks for the lanes and had an absolute blast. Strikes, high-fives, and tons of fun! Check out some of the action shots from the night! #TeamBowling #FunTimes #OfficeSquadGoals"
We recently hosted an open house in celebration of our 2-year anniversary! It was a fantastic opportunity to connect with our clients, partners, and team members. A big thank you to everyone who attended and contributed to making it such a memorable day. We’re excited about the future and look forward to continuing our work together! #2YearAnniversary #OpenHouse #AuricCapitalPartners #Networking #Collaboration #Investment #BoutiqueFirm
What is the Fed focused on? How does the rate cut effect mortgages? Check out our CIO update from Jeffrey Dewees. #Fed #RateCut #Mortgages
Are we headed for a soft landing? What are the new Fed Funds rate targets for the next 3 years? What could cause volatility in October? ? #FedPut #Rates #Liquidity??
Auric: Why Our Name? ??? Auric, pronounced /???r?k/ and derived from "aurum," the Latin word for gold, reflects our gold standard commitment to quality and care. It isn't just a name; it's a reflection of our standards. Every interaction with us is an opportunity to experience excellence. Stand with us as we redefine what the gold standard means. #Auric #Excellence #GoldStandard
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
What do weaker employment reports mean for the bond and stock markets? Read on to find out. ? #JOLTS #TreasuryYield?