Woburn, MA—December 1, 2025— Auour Investments announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2025. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“Q3 2025 delivered strong broad-based market gains, creating opportunities for skilled active managers,” says PSN Product Manager Nick Williams. “PSN Top Guns managers excelled by capitalizing on the market’s broadening rally and navigating the Fed’s policy pivot effectively. Their ability to position strategically across asset classes while maintaining discipline during this positive environment demonstrates the distinct value of active management in SMAs. As markets responded favorably to accommodative monetary policy and resilient fundamentals, these managers proved their worth by not just participating in the rally, but by strategically positioning to capture opportunities across the expanding opportunity set.”

Auour Investments manages a suite of ETF-based dynamic strategies. The Instinct Family of Downside Protection Strategies by Auour utilizes the Auour Regime Model (ARM), a proprietary risk detection algorithm that aims to be proactive in a changing risk environment. The strategies can provide tactical and core functionality within a client’s investment needs, aiming to mitigate losses in down markets while capturing most of the market’s positive returns.

“Our first responsibility is always to safeguard and grow our clients’ capital. The past three years haven’t just been volatile—they’ve been transformational. Inflation, rising interest rates, war, and global realignment have reshaped the investment landscape. These Top Gun recognitions are a powerful testament to our team’s ability to remain steady through the storm and stay true to our risk-managed philosophy.”

Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.

Auour’s Ultra Low Duration strategy earned PSN Top Guns 1 Quarter, 1 Year, and 3 Year awards, meaning our Ultra Low Duration had one of the top ten returns for the quarter, the prior year, and the prior three years in Less than 1 Year Mat Universe.

Auour’s Global Fixed Income strategy had one of the top ten returns for the one-year, and three-year periods in its respective strategy.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 4-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 5-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected that have a standard deviation for the five-year period equal to or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period, then become the 5 Star Top Guns.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 6-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected that have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.

Auour has been recognized as an innovator in Regime-Based Investing, the foundation of the investment philosophy applied to all strategies. By detecting changes within the market’s risk appetite, Auour aims to produce better outcomes for institutional and individual investors.

The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp

About Auour Investments

Auour Investments (pronounced ‘our’), an SEC-registered investment adviser, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com. Auour has not compensated PSN in monetary form for these awards.

About PSN

For more than four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of over 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view in online here.

Visit PSN online to learn more.

Woburn, MA — November 13, 2025 — Auour Investments, a risk-intelligent investment manager known for its regime-based asset-allocation process and disciplined downside mitigation, today announced a strategic relationship with Highmoor Partners to lead the firm’s distribution efforts to the financial adviser community.

Under this arrangement, Highmoor Partners will serve as Auour’s outsourced distribution partner, expanding outreach to RIAs, broker-dealers, and advisory platforms while supporting adviser transitions into Auour’s systematic investment solutions. The relationship underscores Auour’s commitment to partnering closely with advisers seeking disciplined, research-driven portfolio frameworks designed to navigate full market cycles.

“As markets evolve and client expectations rise, advisers need more than products — they need partners,” said Joseph Hosler, Managing Principal of Auour Investments. “Highmoor’s client-first ethos, transition expertise, and deep industry knowledge make them the ideal partner to represent Auour nationwide. This relationship reflects our shared belief in delivering thoughtful, evidence-based investment guidance and high-touch support to advisers.”

Highmoor Partners delivers a boutique, high-touch advisory experience for high-net-worth clients and professional advisers, specializing in complex account transitions, differentiated investment access, and integrated advisory partnerships.

“Auour’s disciplined, risk-aware approach and commitment to adviser success set it apart,” said David Schubach, Founder of Highmoor Partners. “We are proud to represent Auour in the marketplace and to help advisers access a sophisticated, systematic investment platform built for long-term client outcomes.”

The partnership strengthens Auour’s national presence across independent wealth channels and institutional platforms and provides advisers with direct access to senior-level strategic support.

About Auour Investments
Auour Investments is a regime-based investment manager offering adaptive portfolio strategies across the risk spectrum. With a focus on downside protection, disciplined decision-making, and portfolio transparency, Auour partners with financial advisers to help them build resilient practices and deliver durable outcomes for clients.

About Highmoor Partners
Highmoor Partners delivers a boutique, high-touch advisory experience for high-net-worth clients and professional advisers. The firm provides tailored guidance for complex transitions, access to differentiated investment solutions, and integrated support through trusted professional partnerships, offering direct senior-level engagement and data-driven strategy.

Media Contact
Mac Nicholson
Director, National Sales
Auour Investments
mnicholson@auour.com

(412) 980-9013

Woburn, MA—August 25, 2025— Auour Investments announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q2 2025. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“Q2 2025 combined unprecedented volatility with surprising resilience, requiring managers to demonstrate conviction and agility,” says PSN Product Manager Nick Williams. “PSN Top Guns managers excelled by navigating significant market leadership shifts, maintaining discipline during turbulence while capitalizing on opportunities. Their performance highlights the distinct value of active management in SMAs as markets responded to evolving economic conditions and policy changes.”

Auour Investments manages a suite of ETF-based dynamic strategies. The Instinct Family of Downside Protection Strategies by Auour utilizes the Auour Regime Model (ARM), a proprietary risk detection algorithm that aims to be proactive in a changing risk environment. The strategies can provide tactical and core functionality within a client’s investment needs, aiming to mitigate losses in down markets while capturing most of the market’s positive returns.

“Our first responsibility is always to safeguard and grow our clients’ capital. The past three years haven’t just been volatile—they’ve been transformational. Inflation, rising interest rates, war, and global realignment have reshaped the investment landscape. These Top Gun recognitions are a powerful testament to our team’s ability to remain steady through the storm and stay true to our risk-managed philosophy.”

Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.

Auour’s Ultra Low Duration strategy earned PSN Top Guns 1 Quarter and 3 Year awards, meaning our Ultra Low Duration had one of the top ten returns for the quarter and the prior three years in Less than 1 Year Mat Universe.

Auour’s Global Fixed Income strategy had one of the top ten returns for the first quarter, one-year, and three-year periods in its respective strategy.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 4-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 5-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected that have a standard deviation for the five-year period equal to or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period, then become the 5 Star Top Guns.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 6-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected that have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.

Auour has been recognized as an innovator in Regime-Based Investing, the foundation of the investment philosophy applied to all strategies. By detecting changes within the market’s risk appetite, Auour aims to produce better outcomes for institutional and individual investors.

The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp

About Auour Investments

Auour Investments (pronounced ‘our’), an SEC-registered investment adviser, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com. Auour has not compensated PSN in monetary form for these awards.

About PSN

For more than four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of over 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view in online here.

Visit PSN online to learn more.

Boston, MA—May 20, 2025— Auour Investments announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2025.  The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“Q1 2025 presented a fascinating market narrative marked by significant rotation and global shifts. Success demanded adaptability, deep market understanding, and strategic positioning,” says PSN Product Manager Nick Williams. “PSN Top Guns managers demonstrated exceptional skill in navigating these complex dynamics, where value sectors outperformed growth, international markets showed strength, and policy shifts created both challenges and opportunities. Their expertise in reading and responding to these evolving market conditions continues to showcase the enduring value of active management in separately managed accounts.”

Auour Investments manages a suite of ETF-based dynamic strategies. The Instinct Family of Downside Protection Strategies by Auour utilizes the Auour Regime Model (ARM), a proprietary risk detection algorithm that aims to be proactive in a changing risk environment. The strategies can provide tactical and core functionality within a client’s investment needs, aiming to mitigate losses in down markets while capturing most of the market’s positive returns.

“Our first responsibility is always to safeguard and grow our clients’ capital. The past three years haven’t just been volatile—they’ve been transformational. Inflation, rising interest rates, war, and global realignment have reshaped the investment landscape. These Top Gun recognitions are a powerful testament to our team’s ability to remain steady through the storm and stay true to our risk-managed philosophy.” – Joseph Hosler, managing principal.

Through a combination of PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.

Auour’s Ultra Low Duration strategy had one of the top ten returns for the three-year period in its respective strategy.

Auour’s Global Equity strategy had one of the top ten returns for the three-year period in its respective strategy.

Auour’s Global Fixed Income strategy had one of the top ten returns for the first quarter, one-year, and three-year periods in its respective strategy.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 4-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 5-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected that have a standard deviation for the five-year period equal to or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period, then become the 5 Star Top Guns.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 6-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected that have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.

Auour has been recognized as an innovator in Regime-Based Investing, the foundation of the investment philosophy applied to all strategies. By detecting changes within the market’s risk appetite, Auour aims to produce better outcomes for institutional and individual investors.

The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/.  

About Auour Investments

Auour Investments (pronounced ‘our’), an SEC-registered investment adviser, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.

About PSN

For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view in online here.

Visit PSN online to learn more.

Disclosure: Past performance is no guarantee of future returns. All investments carry the risk of the loss of principal. No compensation was provided to win this award, and Auour’s only involvement is in distributing the awards provided to the firm.

Boston, MA—March 6, 2025— Auour Investments announced today it has been named to the celebrated PSN Top Guns List of best-performing separate accounts, managed accounts, and managed ETF strategies for Q4 2024.  The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“The final quarter of 2024 was defined by both volatility and resilience; success in these markets required relentless effort, rigorous research, and disciplined execution,” says PSN Product Manager Nick Williams. “PSN Top Guns recognizes the top managers and teams whose expertise continues to drive the growth of SMAs amid today’s complex and rapidly evolving market conditions.”

Auour Investments manages a suite of ETF-based dynamic strategies. The Instinct Family of Downside Protection Strategies by Auour utilizes the Auour Regime Model (ARM), a proprietary risk detection algorithm that aims to be proactive in a changing risk environment. The strategies can provide tactical and core functionality within a client’s investment needs, aiming to mitigate losses in down markets while capturing most of the market’s positive returns.

“We are thrilled that our investment process and philosophy continue to be recognized for performance and risk mitigation among such a large and diverse group of institutional investors,” stated Robert Kuftinec, managing principal of Auour.

Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.

Auour’s Ultra Low Duration strategy earned a PSN Top Guns 1-Star award, meaning our Ultra Low Duration strategy had one of the top ten returns for the quarter in their respective strategy.

Auour’s Ultra Low Duration strategy earned a PSN Top Guns 3-Star award, meaning our Ultra Low Duration strategy had one of the top ten returns for the three-year period in their respective strategy.

Auour’s Global Fixed Income strategy earned a Manager of the Decade award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period, and the standard deviation was less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 4-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 5-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected that have a standard deviation for the five-year period equal to or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period, then become the 5 Star Top Guns.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 6-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected that have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.

Auour has been recognized as an innovator in Regime-Based Investing, the foundation of the investment philosophy applied to all strategies. By detecting changes within the market’s risk appetite, Auour aims to produce better outcomes for institutional and individual investors.

The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/.  

About Auour Investments

Auour Investments (pronounced ‘our’), an SEC-registered investment adviser, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.

About PSN

For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view in online here.

Visit PSN online to learn more.

Disclosure: Past performance is no guarantee of future returns. All investments carry the risk of the loss of principal. No compensation was provided to win this award, and Auour’s only involvement is in distributing the awards provided to the firm.

Media Contact: Keller Schlueter

Auour Investments kschlueter@auour.com

(617) 326-8211

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.

Wenham, MA—May 22, 2024— Auour Investments announced today it has been named to the celebrated PSN Top Guns List of best-performing separate accounts, managed accounts, and managed ETF strategies for 1Q 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“PSN Top Guns award winners are honored for exceptional performance. Showcasing these strategies within a dedicated peer universe provides essential insight for advisors, institutions, plan sponsors, family offices, and wealth managers interested in incorporating SMAs into their clients’ portfolios,” says Nick Williams, Product Manager of PSN at Zephyr. “It is because of this that this quarter marks the first time that PSN Top Guns is now openly accessible.”

Auour Investments manages a suite of ETF-based dynamic strategies. The Instinct Family of Downside Protection Strategies by Auour utilizes the Auour Regime Model (ARM), a proprietary risk detection algorithm that aims to be proactive in a changing risk environment. The strategies can provide tactical and core functionality within a client’s investment needs, aiming to mitigate losses in down markets while capturing most of the market’s positive returns.

“We are thrilled to add to our Manager of the Decade for Global Fixed Income with these additional awards that span many of our available strategies. It is gratifying to see our approach proven in experienced performance, “ stated Joseph Hosler, managing principal of Auour.

Through a combination of PSN’s proprietary performance screens, PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.

Auour’s Ultra Low Duration strategy earned a PSN Top Guns 3-Star award, meaning our Ultra Low Duration strategy had one of the top ten returns for the three-year period in their respective strategy.

Auour’s Global Equity strategy earned a PSN Top Guns 3-Star award, meaning our Global Equity strategy had one of the top ten returns for the three-year period in their respective strategy.

Auour’s Global Equity Levered strategy earned a PSN Top Guns 3-Star award, meaning our Global Equity Levered strategy had one of the top ten returns for the three-year period in their respective strategy.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 4-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period, then become the 4 Star Top Guns.

Auour’s Global Fixed Income strategy earned a PSN Top Guns 5-Star award, meaning our Global Fixed Income strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal to or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period, then become the 5 Star Top Guns.

Auour has been recognized as an innovator in Regime-Based Investing, the foundation of the investment philosophy applied to all strategies. By detecting changes within the market’s risk appetite, Auour believes that it can produce better outcomes for institutional and individual investors.

The complete list of PSN Top Guns and an overview of the methodology can be located at https://informaconnect.com/zephyr/psn-top-guns/.

About Auour Investments

Auour Investments (pronounced ‘our’), an SEC-registered investment adviser, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.

About PSN

For nearly four decades, https://informaconnect.com/zephyr/psn-financial-sma-data/ has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view in online here.

Visit PSN online to learn more.

September 25, 2019:  Auour Investments is proud to announce the availability of its Downside Mitigation Strategies to independent registered investment advisors through the TD Ameritrade Institutional Model Market Center^TM. 

Auour is one of 24 third-party managers added recently to Model Market Center, increasing the number of managers to 35 that now offer more than 300 strategies.  Model Market Center was originally launched in 2017 as one of the RIA industry’s first digital supermarkets for accessing third-party strategies and is now available to over 3,200 subscribers.

“Advisors told us they want more choices, so we expanded our platform to include more investment strategies from a broader universe of providers,” said Danielle Fava, director of innovation at TD Ameritrade Institutional. “With Model Market Center, RIAs can leverage the strategies of money managers to help construct portfolios and devote more time to serving clients.”

Leveraging the Model Market Center, RIAs utilizing TD Ameritrade’s iRebal® on Veo ®are now able to build complete investment solutions for their clients that are constructed on the premise of regime-based investing and offer responsiveness to the changing risk environments of the market.  The Instinct family of strategies is built using low-cost ETFs, striving to protect capital in times of duress without the need to sacrifice performance in rising markets.  With the Auour Regime Model (ARM©) at its core, the Instinct family will allow those advisors using Model Market Center to gain access to the next generation of downside protection.

Auour has been recognized as a leader in innovation within the investment world, and specifically as an innovator in regime-based investing.  Since the Great Recession, many large institutional money managers have been adopting investment processes that adapt to the changing risk regimes within the market.  Auour believes that it is the first firm to bring the strategy to the individual.  Rooted in fundamental investing principles and extensively tested and deployed in proprietary algorithms, Auour’s strategies are driving the industry to focus on facets that have been found to drive investment performance: market participation, asset allocation, and cost.

“From our start, Auour has looked to leverage technology for the benefit of the client and the adviser through our proprietary risk detection algorithms, and the industry’s move to low cost investment vehicles” stated Joseph Hosler, managing principal of Auour.  “Leveraging the advances made by TD Ameritrade Institutional to provide RIAs a broader range of investment solutions in an easy-to-use platform was an obvious decision for us.”

About Auour

Auour Investments (pronounced ‘our’), an SEC-registered investment advisor, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.

TD Ameritrade and Auour Investments are separate and unaffiliated companies and are not responsible for each other’s policies, opinions or services. Model Market Center is an offering of TD Ameritrade, Inc. Registered Investment Advisor (RIA). iRebal products and services are property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

May 6, 2019: Auour Investments announced that their Instinct^© family of strategies is now available on Axxcess Wealth Managements’ managed account platform.  The Instinct family of strategies is built using low-cost ETFs that strive to protect capital in times of duress without the need to sacrifice performance in rising markets.  With the Auour Regime Model (ARM^©) at its core, the Instinct family will allow those advisors using the Axxcess platform to gain access to the next generation of downside protection.

Leveraging Axxcess’ UMA technology, financial advisers are now able to build complete investment solutions for their clients that are constructed on the premise of regime-based investing and offer responsiveness to the changing risk environments of the market. 

“We are excited to have Auour Investments available on the Axxcess platform” stated Michael Seid, Axxcess Wealth’s Chief Executive Officer.   Added Seid “Their approach to portfolio management within a risk-controlled framework is an ideal fit for the advisory community that both Auour and Axxcess serve.  We are excited to partner with Auour.”

Auour has been recognized as a leader in innovation within the investment world, and specifically as an innovator in regime-based investing.  Since the Great Recession, many large institutional money managers have been adopting investment processes that adapt to the changing risk regimes within the market.  Auour believes that it is the first firm to bring the strategy to the individual.  Rooted in fundamental investing principles and extensively tested and deployed in proprietary algorithms, Auour’s strategies are driving the industry to focus on facets that have been found to drive investment performance: market participation, asset allocation, and cost.

“With our awards in innovation and forward-thinking within the investment space, we find it a natural fit to partner with Axxcess, given their impressive technological advances and industry partnerships,” Ken Doerr, managing principal and head of quantitative investing at Auour, said.

Axxcess Wealth is driving the future of adviser technology.  Advisers are increasingly asked to do more for less.  Axxcess’ platform provides a toolset from proposal to implementation and service, driving a higher level of efficiency for the adviser.

“Durability of our investment process has been a key focus since we started our firm.  With the scalability and high support level of Axxcess, we believe we have extended that focus into our distribution channel,” Robert Kuftinec, managing principal of Auour, said.

About Auour

Auour Investments (pronounced ‘our’), an SEC-registered investment advisor, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.

About Axxcess Wealth Management

Axxcess Wealth is an industry-leading TAMP platform, specializing in delivering advisor-directed and UMA investment strategies in innovative ways. Axxcess offers RIAs a highly personalized, open architecture platform that delivers their essential investment services—reporting, reconciliation, trading and monitoring. Located in Carlsbad, CA, Axxcess currently has more than $1.3 billion in assets under administration. For further information, visit Axxcess Wealth Management at www.axxcessplatform.com.

March 11, 2019: Auour Investments announced that their Instinct^© family of strategies is now available to advisors affiliated with Integrated Advisors Network (Integrated).  The Instinct family of strategies is built using low-cost, passively-based ETFs that strive to protect capital in times of duress without the need to sacrifice performance in rising markets.  With the Auour Regime Model (ARM^©) at its core, the Instinct family will allow those advisors using Integrated’s platform to gain access to the next generation of downside protection.

Leveraging Integrated’s technology, financial advisors are now able to build complete investment solutions for their clients that are constructed on the premise of regime-based investing and offer responsiveness to the changing risk environments of the market. 

“We are excited to have Auour Investments available to our independent advisors” stated Michael Young, Integrated Advisors Network president.   Added Young “Their approach to portfolio management within a risk-controlled framework is an ideal fit for the advisory community that both Auour and Integrated serve.  We are excited to partner with Auour.”

Auour has been recognized as a leader and innovator in regime-based investing.  Since the Great Recession, many large institutional money managers have been adopting investment processes that adapt to the changing risk regimes within the market.  Auour believes that it is the first firm to bring the strategy to the individual.  Rooted in fundamental investing principles and extensively tested and deployed in proprietary algorithms, Auour’s strategies are driving the industry to focus on facets that have been found to drive investment performance: market participation, asset allocation, and cost.

“With our recent awards in innovation and forward-thinking within the investment space, we believe we offer a unique process that will benefit Integrated’s clients,” Ken Doerr, managing principal and head of quantitative investing at Auour, said.

Integrated Advisors Network is leading the transition to the next generation business model for advisors.  Advisors are increasingly asked to do more for less.  Integrated offers scalable resources through a dedicated partnership, enabling advisors to enhance their investment offerings, attract new clients, and accelerate business growth, while removing the business risks of operating an advisory practice.  Integrated provides a flexible environment to support advisors so they can do what they do best:  serve their clients.  

“With their focus on offering a complete solution for advisors, we are proud to be partners with the team at Integrated.  This represents the continued effort of Auour to broaden the reach of our award-winning strategies to fee-based advisors looking for low cost strategies that aim to reduce market exposure in times of duress,” stated Robert Kuftinec, managing principal of Auour.

About Auour

Auour Investments (pronounced ‘our’), an SEC-registered investment adviser, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.

About Integrated Advisors Network

Integrated Advisors Network is a SEC-Registered Investment Adviser offering a “supported independence” business model to advisors who want to run their own business without bearing all of the cost and responsibilities associated with doing so. Through our strategic business alliances, we provide an integrated back office technology and services platform that allows advisors to establish their personally branded investment advisor practice, while leveraging the benefits of shared cost. We have created a unique and flexible environment that supports advisors during and after their transition to independence, and allows them to do what they do best: service their clients. Find out more about how Integrated Advisors Network can help define your future. For more information call 855-729-4222 or visit http://integratedadvisorsnetwork.com/

“Once again, we are thrilled to be recognized by Informa Investment Solutions” stated Joseph Hosler, Managing Principal of Auour.  “We take great pride in our long-term performance and our leadership position in Regime-Based Investing, which utilizes our internally developed risk detection process.”  

Through a combination of Informa Investment Solutions’ proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions.

Top Guns firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time. Auour Investments was named a Top Gun with a star rating of 3, meaning the Instinct Global Equity Levered strategy ranked among the top ten performers within its universe, based on returns for the three-year period ending December 31, 2017.

The Global Equity Levered strategy, as a member of the Instinct Family of Downside Protection ETF strategies, utilizes the Auour Regime Model to detect changes in global risk appetite and adjust allocations accordingly.  The Instinct Family of Downside Protection ETF strategies can provide tactical, as well as, core functionality within a client’s investment needs, aiming to mitigate losses in down markets while capturing most of the market’s positive returns.

“PSN Top Guns, which ranks products in six categories in over 50 universes, is a go-to resource for institutional asset managers and investors in their decision-making process,” said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. “Congratulations to Auour on being named a PSN Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter.”

The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns.

For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Ruth Calderon at ruth.calderon@informais.com.

About Informa Investment Solutions

A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.