We have forged these alliances based on shared values, a commitment to excellence, and a mutual drive for success. When you choose us as your trusted financial partner, you gain access to a powerful network of industry leaders who are solely focused on helping you achieve your financial goals.
Our partnership with City National Rochdale, an RBC/City National Company, offers an exceptional blend of personalized financial advice and investment management proficiency. City National Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 80% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.
/
\
August 2023 – Market Summary
Tom Galvin, Chief Investment Officer, discusses our monthly global economic and market summary indicators, City National Rochdale Speedometers.
| August 2023 – SPEEDOMETERS | August 2023 – HISTORICAL SPEEDOMETERS |
\
INVESTMENT MANAGERS
Aurelius partners exclusively with top-tier investment firms that have proven track records. Our investment partners bring extensive expertise, research capabilities, and key insights into the ever-evolving financial landscape. Our investment management partners include, but are not limited to:
The Strategic Partners listed are not affiliated with HTK and Aurelius Legacy Partners.
INSURANCE COMPANIES
Protecting your financial well-being is a fundamental aspect of our approach. We have established strategic alliances with leading insurance providers who share our commitment to safeguarding your assets and securing your future. We partner with these top carriers and many more:
The Strategic Partners listed are not affiliated with HTK and Aurelius Legacy Partners.
WORK WITH A VALUED NETWORK
Get in touch with one of our advisors today to learn more about our strategic partners and how they can benefit you. Together, we can create a tailored investment and insurance plan that fits your unique vision for the future.
LA
1925 Century Park E, Suite 1700
Los Angeles, CA 90067
NYC
2 Park Avenue, Suite 300,
New York, NY 10016
SOFL
2600 N. Military Trail, Suite 420,
Boca Raton, FL 33431
