Grow Your Capital. Protect What You've Built.
This strategy is built for investors with $3M or more who want to participate in market growth without riding every downturn all the way down. Family offices, wealthy families, and conservative investors who have spent a lifetime building capital and cannot afford to start over.


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HOW WE DO IT

1
Income Foundation
Returns principal and generates yield. The floor everything else is built on.
2
Put Protection
Real downside coverage when markets drop.
3
Call Participation
A multiple of market upside, without a ceiling on what you can earn.
Do you remember the dot-com crash of 2000?
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The market dropped nearly 50%. It did not recover for 13 years.
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At $5 to $10 million, a 50% drop is not just a number. It is the vacation home that gets sold. The private school that becomes a question mark. The retirement that gets delayed.
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Everything you spent decades building. Suddenly fragile.
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Most investors are told there are two options: accept the full loss when markets fall, or give up the growth to protect against it.
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After 40 years in this industry, I refused to accept that.
OUR STRATEGY IS ASYMMETRICAL MEANING WE ARE ABLE TO SEPARATE THE UPSIDE GAIN AND DOWNSIDE RISK TO SUPPORT OUR CLIENTS.

Founded by Timothy L. Smith, CFP®
I'm a Certified Financial Planner and owner of Aurora Private Wealth specializing in high net worth asset allocation and capital preservation and growth.
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I have spent 40 years working with high-net-worth families and institutional investors on one core problem: how do you grow capital without being exposed to catastrophic loss?
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