Aurora Investment Managers, LLC

Aurora Investment Managers, LLC, based in Naples, Florida, has been providing investment advisory services since 2008. The firm, owned by Mr. Shakeel Dewji, offers personalized fee-only portfolio management services to individuals, pension plans, trusts, and other entities. Clients receive tailored investment advice based on their objectives and risk tolerance, with discretionary portfolio management allowing for continuous monitoring and rebalancing. The firm's annual fee is percentage-based, ranging from 1.00% to 0.40% depending on the assets under management, billed quarterly in advance. Investment strategies include fundamental and technical analysis, long and short-term purchases, and short sales, with a focus on equity securities, debt securities, and government securities. Clients must have a minimum of $100,000 to open an account, which may be waived based on potential asset growth. The firm does not accept performance-based fees or engage in side-by-side management. Aurora Investment Managers, LLC exercises investment discretion with client authorization, providing ongoing account reviews and maintaining a Code of Ethics to protect client interests. The firm does not receive compensation for client referrals and does not vote proxies on behalf of clients. Client funds and securities are held with qualified custodians, with fees deducted directly from client accounts. The firm prioritizes client privacy and security, with policies in place to safeguard personal information.