Assets Under Management
Managed Assets?
Assets Under Management (AUM) refers to the market value of investments managed by an individual or entity on behalf of clients. It is a key metric used alongside management performance and experience to evaluate a company. In calculating AUM, some financial institutions include bank deposits, mutual funds, and cash, while others restrict it to funds under discretionary management from individual investors.
- Market Value
- Evaluation Metric
- Inclusions
- Discretionary Management
What We Offer
AUM includes the capital a manager can use to make transactions for one or all clients. Investors may need a minimum personal AUM to qualify for certain investments, such as hedge funds, to ensure they can withstand adverse markets. An investor’s AUM often coincides with their net worth and can determine the type of services they receive from a financial advisor or brokerage firm.
Comprehensive Capital Management
We manage the capital used for transactions on behalf of all clients, ensuring strategic and efficient allocation.
Investment Qualification
We help investors meet the minimum AUM requirements needed to qualify for exclusive investment opportunities, such as hedge funds.
Personalized Financial Services
We tailor our financial advisory and brokerage services based on an investor's AUM and net worth, providing customized solutions to meet individual needs.
We Provide the Best Service in Industry
“Take control of your financial future with our tailored AUM solutions. Contact us today to get started.”