Customized portfolio management for today’s complex investment environment.

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Wealth Management Services

Autus is an SEC registered investment adviser providing 100% fee-based, discretionary investment management services for taxable and tax-deferred portfolios.

Portfolio Analysis and Personalized Risk Assessment

Investment Policy Statement Design

Customized Portfolio Management

Ongoing Portfolio Monitoring and Reviews

Wealth Forecasting and Retirement Planning

Risk Management

Tax Consultation

Cash Flow Management

Autus Asset Management is a boutique asset management firm with clients across the country and the globe. The name “Autus” (AW-tus) is derived from the Latin word meaning grow, enlarge, and strengthen.

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