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Quiet intelligence for $397M under management.

Quarterly reports: 3 hours each → 0 minutes.

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The Q4 review

The brief

A boutique firm punching above its weight - at the cost of every advisor working past midnight.

Aurum's three senior advisors managed almost $400M in client capital with a service experience that felt - to anyone receiving it - bespoke and personal. Behind the curtain, that experience was held together by 80 hours of manual report writing per quarter, copy-pasted from twelve different data sources into a Word template that nobody had time to redesign.

The work was excellent. The system producing it was a fire that needed feeding every Sunday night. One advisor was already burned out. The other two were close.

The intelligence engine

Portfolio · Henderson Family Trust

Q4 2024 portfolio review

Assets under management

$24,318,470

OverviewHoldingsAttributionReportsMandate

Year to date

+11.4%ahead of benchmark

1M3MYTD1Y5YMax

JanFebMarAprMayJunJulAugSepOctNovDec

Holdings · 8 positions

Sort by weight

TickerPositionWeightYTD

VTIUS Total Market24.5%+11.2%

VEADeveloped Intl ex-US14.0%+8.4%

VWOEmerging Markets8.5%+6.1%

BNDUS Aggregate Bonds22.0%+4.8%

VYMDividend Equity12.0%+9.7%

VNQReal Estate6.0%+5.3%

GLDGold4.0%+14.2%

CashMoney market9.0%+5.1%

Portfolio · Henderson Family Trust

Q4 2024 portfolio review

Assets under management

$24,318,470

OverviewHoldingsAttributionReportsMandate

Year to date

+11.4%ahead of benchmark

1M3MYTD1Y5YMax

JanFebMarAprMayJunJulAugSepOctNovDec

Holdings · 8 positions

Sort by weight

TickerPositionWeightYTD

VTIUS Total Market24.5%+11.2%

VEADeveloped Intl ex-US14.0%+8.4%

VWOEmerging Markets8.5%+6.1%

BNDUS Aggregate Bonds22.0%+4.8%

VYMDividend Equity12.0%+9.7%

VNQReal Estate6.0%+5.3%

GLDGold4.0%+14.2%

CashMoney market9.0%+5.1%

Returns, attribution, exposure and mandate compliance calculated continuously - so the morning conversation can be about the client, not the spreadsheet.

01Calm by design

One performance number, one chart, one decision. Density only where the advisor needs it.

02Mandate-aware

Every position is checked against the trust's mandate before it lands in front of the advisor.

03Auditable trail

Every change to a portfolio, every approval, every dissent - logged for governance.

How a quarterly report is now written

Section 3 - Portfolio Review

Saved · 12 sec agoAI draft v2Approve & lock

Aurum Private · Confidential

Portfolio review

Q4 2024 · Henderson Family Trust

- page 3 of 14 -

The portfolio closed the year up 11.4%, ahead of the blended benchmark by 1.8 percentage points. The result was driven primarily by overweight exposure to US large-cap equity and a tactical addition to gold in the third quarter.

Fixed income contributed 1.2 points, in line with our base case for a normalising yield curve. Real estate detracted marginally, consistent with sector rebalancing across the region. Cash holdings remained at the upper end of the mandate range through October before being deployed in early November.

Top contributors

· VTI - US Total Market (+2.7%)
· GLD - Gold (+1.9%)
· VYM - Dividend Equity (+1.4%)

Calendar-year returns

“Performance over the trailing five years remains consistent with the long-term mandate, with annualised returns of 8.1% net of fees.”

Drafted by Sero AI · reviewed by Eitan ShakedContinue

Section 3 - Portfolio Review

Saved · 12 sec agoAI draft v2Approve & lock

Aurum Private · Confidential

Portfolio review

Q4 2024 · Henderson Family Trust

- page 3 of 14 -

The portfolio closed the year up 11.4%, ahead of the blended benchmark by 1.8 percentage points. The result was driven primarily by overweight exposure to US large-cap equity and a tactical addition to gold in the third quarter.

Fixed income contributed 1.2 points, in line with our base case for a normalising yield curve. Real estate detracted marginally, consistent with sector rebalancing across the region. Cash holdings remained at the upper end of the mandate range through October before being deployed in early November.

Top contributors

· VTI - US Total Market (+2.7%)
· GLD - Gold (+1.9%)
· VYM - Dividend Equity (+1.4%)

Calendar-year returns

“Performance over the trailing five years remains consistent with the long-term mandate, with annualised returns of 8.1% net of fees.”

Drafted by Sero AI · reviewed by Eitan ShakedContinue

The AI drafts in the partner's own voice, using the firm's writing style as the gauge. The partner edits, the partner signs. The reader can't tell.

01Section outline

Every report follows the firm's seven-section convention. Status indicators move from draft to signed in two days, not two weeks.

02Two-column editorial

Set in serif, with drop caps and inline charts. Reads like the firm's monograph series, because that's what it is.

03Suggestions, not drafts

Aurum's AI proposes tone and number edits with stated reasons. The partner approves or rejects with one click.

Our clients now think we have a team of analysts behind us. We don't. We have one good system, and three partners who get to leave the office on time again.

Eitan Shaked

Managing Partner · Aurum Private

What the client sees

AAurum Private

PortfolioDocumentsCommunicationsEncrypted

Good morning, James

Your portfolio is up +11.4% for the year.

Ahead of the blended benchmark by 1.8 percentage points. Quiet year on the strategy. Your Q4 report is below - Eitan walked through it on Tuesday.

Year to date

+11.4%

+1.8 vs bench

12-month

+13.2%

annualised

Mandate floor

+5.0%

10-year

A note from your advisor

“The portfolio did what it's meant to do this year - participate in equity strength while the bond floor held. We didn't change the mandate and we don't plan to. The new year's commentary covers our forward read in more depth.”

- Eitan Shaked, Managing Partner

Reply privately

AAurum Private

PortfolioDocumentsCommunicationsEncrypted

Good morning, James

Your portfolio is up +11.4% for the year.

Ahead of the blended benchmark by 1.8 percentage points. Quiet year on the strategy. Your Q4 report is below - Eitan walked through it on Tuesday.

Year to date

+11.4%

+1.8 vs bench

12-month

+13.2%

annualised

Mandate floor

+5.0%

10-year

A note from your advisor

“The portfolio did what it's meant to do this year - participate in equity strength while the bond floor held. We didn't change the mandate and we don't plan to. The new year's commentary covers our forward read in more depth.”

- Eitan Shaked, Managing Partner

Reply privately

A single page. One year-to-date number. One handwritten note from the partner. One report waiting to be read.

01One performance line

The client never sees a chart they didn't ask for. They see what changed, and why.

02A note in voice

Every quarter, a paragraph from the partner. Composed in their own writing, not in a template.

03The new report

The artifact opens to the page the partner wanted them to see first. The other 13 pages wait.

The brand, in one page

Brand Identity · One-page Specimen

Aurum Private · 2024

Wordmark

AURUM

Private

A

Typography

Quiet by design.

Tinos · Display · 400

Body copy is set in Inter - a quiet, modern sans that carries clinical detail without competing with the serif display titling used across portfolio reports and client communications.

Inter · Body · 400 / 500

Palette

Ember

#D97706

Bronze

#B45309

Walnut

#3A2B0E

Cream

#F4ECD8

Ink

#0A0701

The wordmark, the typographic system and the palette. Everything you'd find on the inside cover of a printed monograph.

What we delivered

Five quiet systems and one identity.

01Brand identityWordmark, monogram, type system, palette.Wordmark, monogram, type system, palette.

02Portfolio intelligence engineLive returns, attribution, mandate compliance.Live returns, attribution, mandate compliance.

03AI-written quarterly reportsDrafted in the partner's voice, edited by the partner.Drafted in the partner's voice, edited by the partner.

04Confidential client portalOne page per client. Members-club calm.One page per client. Members-club calm.

05Compliance audit logEvery AI suggestion, every partner decision.Every AI suggestion, every partner decision.

06Onboarding playbookHow a new advisor takes over the system.How a new advisor takes over the system.

What changed

Three partners. Five times the report output. The same quiet voice on every page.

Twelve months after launch, every Aurum client receives a 14-page report on the first business day of the new quarter - drafted by the system, edited by the partner who manages the relationship, and signed by Monday morning.

The partners write the parts that matter. The system writes the rest, in their voice. The clients notice the difference in tone before they notice the difference in turnaround time.