WELCOME TO MC AUREATE SF,
AN INVESTMENT ADVISORY AND FINANCIAL CONSULTING FIRM
WHAT WE OFFER
Specialized Investment and Wealth Management | Portfolio Management
Options and Derivatives Trading and Hedging
Acting Financial Consultant and Strategic Advisor to Start-Ups
(Within Tech, Fintech, Alternative Investments/Debt Funds, and Cannabis Industries)
Financial Planning | Retirement Planning
Access to Investment Capital
Commercial Real Estate
OUR CORE VALUES
With over 30 years of combined financial experience, Austin Milliken and Chris Cummock combine their diverse financial backgrounds to create MC Aureate, a financial advisory and capital management firm.
MC Aureate will always act as fiduciaries, with all portfolio recommendations and in relation to our clients. Acting as fiduciary means advising what is in the best interests of the client and not transactional based, we seek long term partners and relationships with our clients.
Investment Portfolio Management
Brokerage portfolio management begins with risk assessments, expected returns, and the clients' financial goals. We tailor portfolios to clients needs using technology and assessing risk, options and derivatives are used to protect against volatility and for clients with concentrated single positions.
Start-Up and Fund Advisory Consulting and Capital Raise
Our Start-Up and Investment Fund Advisory and Consulting Services include strategic planning, pro forma and financial projection creation, legal documentation and compliance consulting, as well as capital raise and growth for companies both pre and post launch. We focus on the technology, fintech, cannabis, and alternative investment fund sectors, and are open to various disrupting propositions.
firstname.lastname@example.org | 415.652.6046
Note: Investments in private offerings are highly speculative, lack liquidity, and involve a high degree of risk as well as the potential loss of your entire investment.