Aurora Investment Counsel

Thoughtful legacy planning can ensure that you pass down your values and assets to future generations. David Yucius, Jr., CEO of Aurora Investment Counsel, and Michael Doyle, vice president and director of wealth management, recently conducted a webinar on the importance of legacy planning. Watch the webinar here: https://hubs.li/Q02SzJXg0 #webinar #legacyplanning #investmentcounsel

Discover peace of mind with Aurora Investment Counsel's tailored wealth and investment management services. From retirement planning to navigating significant life changes like inheritance or business sales, we're here to guide you. https://hubs.li/Q02SzGX_0 #AuroraInvestmentCounsel #wealthmanagement #investmentstrategy

Whether you're nearing retirement, managing a business, or navigating major life transitions such as inheritance or divorce, our expert team is here to help. https://hubs.li/Q02SzMZ70 #retirementplanning #wealthmanagement #lifeplanning

Your wealth manager should be your trusted partner in securing your financial future. But how often do you worry if they understands your needs? Are you concerned and lack confidence about the strength of your plan or protection of your assets? Do you trust your manager? If not, it may be time to seek a second opinion.

Aurora excels in providing investment management services as a sub-advisor. With our expertise, we serve as a trusted partner for firms, overseeing client-invested assets and ensuring alignment with their financial plans. Count on Aurora to safeguard and optimize investments, fostering confidence and continuity in wealth management. https://hubs.li/Q02SyXFM0 #financialconfidence #financialstrategy #financialplanning #investmentmanagement #aurorainvestmentcounsel

Embracing a contrarian approach, Aurora Investment Counsel thrives as a Growth at a Reasonable Price (GARP) manager. We identify value where others may overlook, avoiding popular trends and macro influences. Our focus remains steadfast on individual company fundamentals rather than market trends or timing, ensuring a disciplined investment strategy that stands apart. Work with us to get the results you're looking for https://hubs.li/Q02Sz95q0 #investmentstrategy #contrarianism #investmentapproach #investmentresults

At Aurora Investment Counsel, our investment decisions are guided by a meticulous, repeatable process. We diligently monitor approximately 300 businesses, making careful selections for our diversified portfolios. Every security, from large to small-cap stocks, undergoes rigorous scrutiny based on growth, valuation, and profitability criteria. This disciplined approach ensures we deliver consistent value and growth for our clients. Learn more about our processes on our website: https://hubs.li/Q02SzG_-0 #InvestmentManagement #FinancialPlanning #WealthManagement #FinancialGoals #FinancialPlanning

Lesson 4 from the Auroras: Adapt to Changing Conditions Auroras are dynamic, constantly shifting and evolving in response to changing conditions in the atmosphere and the sun’s activity. In investing, market conditions are continually in flux. Successful investors must be able to adapt their allocations to changing circumstances. Read more on what the Auroras can teach us about investing in this blog post: https://hubs.li/Q02Szfsh0 #AuroraInvestmentCounsel #auroraborealis #investmentdiversity #northernlights #auroralights

At Aurora Investment Counsel, we believe that a well-thought-out legacy plan is essential for everyone. Whether you want to protect your family’s financial well-being or support the causes you’re passionate about, our expert team is here to help you create a lasting impact. Reach out to start your legacy planning journey today. https://hubs.li/Q02SzGx-0 #LegacyPlanning #FinancialPlanning #WealthManagement

Legacy planning is the process of arranging how your assets, wealth, and personal wishes will be handled and distributed after your death. It involves: 1. Creating a Will or Trust: These legal documents specify how your assets should be divided among heirs or charitable organizations. 2. Estate Planning: This includes strategies to minimize taxes and manage the transfer of assets. 3. Healthcare and Financial Powers of Attorney: These documents designate who will make decisions on your behalf if you’re unable to do so. 4. Beneficiary Designations: Updating your beneficiary designations on accounts such as retirement plans and insurance policies. 5. Personal Legacy: Deciding how to pass on personal values, family stories, and charitable goals. The goal is to ensure that your wishes are honored, to provide for your loved ones, and to potentially leave a positive impact on causes or organizations you care about. Learn more about legacy planning on our website: https://hubs.li/Q02Sz5vY0 #LegacyPlanning #FinancialStrategy #AuroraInvestmentCounsel