“We are pleased, once again, to be recognized for our performance, especially as the investment markets suffered the sixth largest drop experienced over the past 90 years.  Our strategies became more defensive late in 2019, moving to high levels of tactical cash” stated Joseph Hosler, managing principal of Auour.  The firm focuses on delivering ETF-based investment strategies that target nearly full participation in good times while mitigating the downside during times of market duress.

Through a combination of Informa Financial Intelligence’s 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 Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.

The following Auour strategies were recognized for having one of the top ten returns for the quarter in their respective universe:

Global Equity                            ETF Global Equity Universe
Gbl Eqty Levered                      ETF Global Equity Universe
Gbl Fixed Income                      ETF Global Fixed Income Universe
Multi-Asset Income                   ETF Global Balanced Universe
Multi-Asset Income                   Global / Intl Balanced Universe

The following Auour strategies were recognized for having one of the top ten returns for the one-year period in their respective universe:

Gbl Eqty Levered                      ETF Global Equity Universe
Gbl Fixed Income                      ETF Global Fixed Income Universe
Multi-Asset Income                   Global / Intl Balanced Universe

The following Auour strategies were recognized for having one of the top ten returns for the three-year period in their respective universe:

Gbl Eqty Levered                      ETF Global Equity Universe
Gbl Fixed Income                      ETF Global Fixed Income Universe

The Instinct Family of Downside Protection Strategies by Auour utilize the Auour Regime Model (ARM^©), a proprietary risk detection algorithm that aims to be proactive to a changing risk environment. The 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.

“Congratulations to Auour Investments for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”

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

For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com

About Auour

Auour Investments (pronounced “our”), an SEC-registered investment advisor, is an innovator in regime-based investing and 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 Informa Financial Intelligence’s Zephyr

Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.

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/

“We are pleased, once again, to be recognized for our performance.  Our processes became more defensive at the beginning of 2018 and continued to signal a period of heightened uncertainty throughout the year” stated Joseph Hosler, managing principal of Auour.  The firm focuses on delivering ETF-based investment strategies that target full participation in good times while mitigating the downside during times of market duress.

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.

Auour Investments was named a Top Gun for the following strategies:

Instinct Global Equity                             3 Stars              ETF Global Equity Universe
Instinct Global Equity Levered              3 Stars              ETF Global Equity Universe
Instinct Global Fixed Income                 1 Stars              ETF Global Fixed Income Universe
Instinct Multi-Asset Income                   1 Stars              ETF Global Balanced Universe
Instinct Multi-Asset Income                   2 Stars              ETF Global Balanced Universe
Instinct Multi-Asset Income                   1 Stars              Global / Intl Balanced Universe
Instinct Multi-Asset Income                   2 Stars              Global / Intl Balanced Universe

The Instinct Family of Downside Protection Strategies by Auour utilize the Auour Regime Model (ARM^©), a proprietary risk detection algorithm that aims to be proactive to a changing risk environment. The 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 Investments 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 Margaret Tobiasen at margaret.tobiasen@informa.com

About Auour

Auour Investments (pronounced “our”), an SEC-registered investment advisor, is an innovator in regime-based investing and 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 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. 

“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. 

February 14, 2017: Ausdal Financial Partners, in partnership with Adhesion Wealth Advisor Solutions and Auour Investments has launched a new investment management workflow to address the evolving regulatory environment.  The workflow aims to promote a client-focused line of core investment products while increasing the productivity of their advisers.

Building on the success of the Instinct Strategies, Ausdal and Auour have developed the Ausdal Foundation Strategies to offer the next generation of downside protection to the Ausdal advisers.  Leveraging the Adhesion UMA platform, Ausdal advisers will have access to a best practices investment workflow solution, increasing the productivity of the adviser and allowing them to spend more time in front of clients and prospects. “We are thrilled to be a partner with Ausdal as they establish best practices for their advisers.  Their management team is evolving the independent broker dealer model to be a robust provider of advisory based services and we are proud to be part of the evolution,” states Joseph Hosler, managing principal of Auour.

At the heart of the workflow are custom built core investment solutions that overlay downside protection strategies offering clients a way to participate in financial markets while still looking to reduce the risk of downside capture.  These core solutions are integrated into the Adhesion investment and technology platform providing a seamless process incorporating client risk identification, proposal development, solution setup, and ongoing monitoring and reporting.  Robert De Vita, executive vice president and principal with Ausdal Financial Partners stated, “We were looking to improve the productivity of our advisers while ensuring that our clients have access to investment strategies and processes that minimized their costs and potentially limit exposure to downside market risk without sacrificing market participation.  While our advisory platform offers several solutions, the combination of Adhesion and Auour is a good addition to our model and should position us well.”

With over $5 billion in commission based assets and $1 billion in fee-based assets, Ausdal is leading their advisers towards a better and more sustainable model.  “The potential DOL ruling is a game changer to the independent broker dealer industry and we are honored to be partnering with Ausdal as they lead the way with their approach in this everchanging industry.  The institutional processes and investment offerings of Auour assist in building a best practice investment management workflow that allows a win-win-win situation for Ausdal, their advisers, and clients,” stated Barrett Ayers, Chief Solutions Officer of Adhesion.

The Ausdal Foundation Strategies and workflow are now live and being rolled out to the Ausdal network.

About Ausdal Financial Partners

Founded in 1979, Ausdal is recognized as one of the fastest growing independent broker-dealers in the nation with corporate offices in Davenport, IA and Downers Grove, IL.  Ausdal serves clients nationwide and takes pride in their genuine interest in the success of their advisers and clients. Ausdal advisers and clients enjoy the best of both worlds: access to the resources and capabilities of a large firm coupled with the independence and accessibility of a smaller boutique firm.

About Adhesion Wealth Advisor Solutions

Founded in 1999, Adhesion is an industry-leading UMA platform, specializing in delivering advisor-directed investment strategies in innovative ways. Adhesion offers RIAs a highly personalized, open architecture UMA platform that delivers their essential investment services—reporting, reconciliation, trading and monitoring. Focused exclusively on RIAs, Adhesion is the only integrated UMA platform with the flexibility to deliver an advisor’s unique investment and business model. Located in Charlotte, NC, Adhesion currently has more than $13 billion in assets under administration. For further information, visit Adhesion Wealth Advisor Solutions at www.adhesionwealth.com

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.

January 23, 2017: Auour is proud to announce that the Instinct family of strategies have been added to Fidelity’s Separate Account Network (SAN).  Starting at the beginning of 2017, registered investment advisors utilizing Fidelity’s custodial services can now access the next generation of downside protection core investment offerings.

“At the request of a national financial advisory firm, Auour’s ETF-based investment strategies have been added to one of the leading networks of investments solutions available to family offices, independent broker dealers and registered investment advisors situated all over the country,” stated Robert Kuftinec, managing principal of Auour. “Advisers can leverage Fidelity’s Wealthscape platform to easily access the institutional quality we provide in the five Instinct strategies available.”

In addition, the firm has added Fidelity as a custodian available to the direct clients of Auour.  Fidelity Clearing and Custody Services is one of the largest custodians in the US with over $5 trillion in assets under advisement as of the end of 2016.

About Auour

Auour Investments (pronounced “our”), an SEC-registered investment advisor, is an innovator in regime-based investing and 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.

January 3, 2017: Auour announces that the firm was independently verified by The Spaulding Group.    As of February 2016, the company claimed compliance with the Global Investment Performance Standards (GIPS) and planned to have third party verification in mid-2017.  Auour decided to accelerate verification in response to market demand.

GIPS is a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report their investment results. Although the adoption of GIPS is not mandated by regulation, it is considered best practice for investment advisors.

“From the very beginning of Auour, we set up our processes and procedures to conform to GIPS since we planned on claiming compliance as we reached certain milestones.  We are proud of the fact that we were able to go through the independent verification process over a two-week period which included two national holidays” stated Joe Hosler, managing principal of Auour.

Ken Doerr, managing principal of Auour, added “We accelerated the timetable to independent verification at the request of a national, advisor-owned financial services company.  The verification went smoothly which can be attributed to Auour’s comprehensive internal systems and processes.”

Third party verification brings additional credibility to a firm’s claim of compliance and requires robust review of performance composites and thorough testing of policies by the independent party. Auour chose The Spaulding Group, a recognized industry leader, for verification because of their long history as a GIPS service provider and pioneer in performance measurement.

About GIPS

The foundation for the GIPS standards was first established in 1987 with the creation of the AIMR Performance Presentation Standards (AIMR-PPS^®), voluntary performance guidelines for the North American investment management industry. In search of a global standard, the CFA Institute approved Global Investment Performance Standards (GIPS) in 2005. The GIPS standards have replaced country specific performance standards, providing for the comparison of investment performance internationally across firms.

“GIPS® is a registered trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this report/advertisement.”

About Auour

Auour Investments (pronounced “our”), an SEC-registered investment advisor, is an innovator in regime-based investing and 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 Investments claims compliance with the Global Investment Performance Standards (GIPS^®). For a copy of a presentation that complies with the GIPS standards and/or the firm’s list of composite descriptions, please email jhosler@auour.com or visit www.auour.com/gips.

October 03, 2016: Auour Investments announced that their Instinct family of strategies is now available on Adhesion Wealth Advisor Solutions’ unified managed account platform. 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 the Adhesion UMA platform to gain access to the next generation of downside protection.

Leveraging Adhesion’s 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 Adhesion platform” stated Barrett Ayers, Adhesion’s Chief Solutions Officer. Added Ayers “Their approach to portfolio management within a risk controlled framework is an ideal fit for the advisory community that both Auour and Adhesion serve. We are excited to be the first to partner with them to distribute the Auour models on a national level.”

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 retail space for the benefit of individual clients. 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 find it a natural fit to partner with Adhesion, given their impressive technological advances and industry partnerships. We see many opportunities to deploy our strategies across all of Adhesion’s offerings in the RIA, IBD, and robo spaces,” Ken Doerr, managing principal and head of quantitative investing at Auour, said.

With $13 billion in assets under administration and $3 billion in UMA AUM and as a recent addition to the TD Ameritrade UMAX platform, Adhesion offers Auour a substantial platform to launch nationally.

“Durability of our investment process has been a key focus since we started our firm. With the scalability and high support level of Adhesion, 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 Adhesion Wealth Advisor Solutions

Founded in 1999, Adhesion is an industry-leading UMA platform, specializing in delivering advisor-directed investment strategies in innovative ways. Adhesion offers RIAs a highly personalized, open architecture UMA platform that delivers their essential investment services—reporting, reconciliation, trading and monitoring. Focused exclusively on RIAs, Adhesion is the only integrated UMA platform with the flexibility to deliver an advisor’s unique investment and business model. Located in Charlotte, NC, Adhesion currently has more than $13 billion in assets under administration. For further information, visit Adhesion Wealth Advisor Solutions at http://www.adhesionwealth.com