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
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.
We look forward to building a customized management solution that suits your financial goals.