About Aurimax
Aurimax Investment Club is a self-serving investment group launched and run by investment professionals, academicians and armature investors. Our mission is to simplify and demystify investment theory and practice. With the help of new technologies, our wealth can be managed with the same or higher quality, and at a lower cost. Our dream is a wealth platform that is co-building, co-sharing and benefiting all.
Club Member Services
Digital personal financial planning and accustomed portfolio tools (under construction).
Aurimax Model Asset Allocation Updates.
Free access to paid financial websites and financial magazines.
Member Discussion Forum (linked to Wechat).
Our Investment Beliefs
We believe it is possible to beat a broad market index over long term by tactically allocate the sub-indexes within and by sticking to the basic principles of investment that is easy to understand but difficult to adhere to:
Our investment models and Investment approaches are designed to help club members turn the belief into reality.
Our Investment Approach
1. We don’t trade individual stocks and dream to become a billionaire overnight by picking a few “unicorns”
2. With a vigilant mind, we walk carefully in the jungle of investments and grow our wealth steadily
3. Diversification is our principle, low-cost ETFs and index funds are our tools of investment
Our Investment Portfolios
Aurimax Club Newsletter_Q3_2023 in PDF format:
Aurimax Investment Portfolio Update Q1_2023 in PDF format:
Aurimax Investment Portfolio Update Q4_2022 in PDF format:
Aurimax Investment Club Newsletter_Q1 2023 in PDF format:
Auriamx Club Investment Newsletter Q4_2022 in PDF format:
Aurimax Club Investment Newsletter_Q3 2022 in PDF format:
Aurimax Club Investment Newsletter_Q2_22 in PDF format:
Our Past Investment Seminars
Asset Allocation and Risk Management_Jan 2023:
Risk Management in a Volatile Market_May 2022:
Aurimax Seminar (Asset Liability Management for Individual) Jan 2, 2022:
Aurimax Seminar (Biden Tax Proposal) June 6, 2021 in PDF format:
Aurimax Seminar (Option Introductions) April 17, 2021 in PDF format:
Our Main Founders
Jeff (Shengde) Liu, is a founder of Aurimax Investment Club. He served as a managing director and portfolio manager of Hamilton Capital. In this role Jeff shared investment responsibility and oversight of nearly $3 billion in AUM. Prior to this role, Jeff has managed money for a number of other financial services/wealth management firms, including Prudential Securities, Merrill Lynch, and Meeder Financial. Jeff has in depth experience in financial advisory and planning, portfolio construction and optimization, investment analysis and management, and risk management. Jeff is a Chartered Financial Analyst® and an active member of the Columbus CFA Society. He holds dual master’s degrees in economics and international affairs from Ohio University, as well as a Master’s Degree in Business Administration (MBA) from The Ohio State University Fisher College of Business.
Dr. Bolong Cao, Ph.D., CFA, is an associate professor of economics at Ohio University, where he has taught courses in Fixed Income Analysis, Alternative Investments, Financial Derivatives, Macroeconomics, and Money and Banking, among others, since 2006. He has been an author and reviewer for the CFA curriculum and on a team of professionals that develops the end of reading questions for the CFA curriculum at the CFA Institute. His research interests include developing econometric methods for analyzing financial data, evaluating portfolio performances, and examining portfolio management techniques. He has published and presented research papers in these areas. He is a member of several economics and finance associations and regularly serves as a referee for various finance journals. He received his Ph.D. in Economics from University of California, San Diego in 2006 and his B.A. degree in International Economics and Trade from Peking University in 1999. He earned the right to use the Chartered Financial Analyst designation in 2006. Before coming to the United States, he also worked as an auditor in Beijing at PricewaterhouseCoopers.
LOUD Involvement
Ryan serves as COO where he ensures the implementation of the vision and key initiatives across all divisions of LOUD through operations, finance, legal, HR and marketing oversight. Ryan co-founded and serves as Partner in Charge over LOUD’s venture studio arm, LOUDX in addition to LOUD Capital’s Education Venture initiatives.
Prior to LOUD
Prior to joining LOUD Capital, Ryan had a near decade long career in banking at JPMorgan Chase and began angel investing in 2008. Since being inspired as an angel investor, he has been active as a leader in venture capital firms since 2011, co-founded a startup accelerator in 2014 and consultancy his own venture consultancy, Accelerate Ventures in 2015 where he served entrepreneurs through operations, strategy and marketing support. Ryan also served as COO at a LOUD Capital portfolio company, Offor Health / SmileMD from 2015-2018.
Education
Ryan received his BA from Mount Vernon Nazarene University and his MBA from Franklin University in Columbus, OH.
David has over 25 years of experience in merchandise retail trades and management, in developing, selling and importing products to top national retailers and distributors in USA and Canada.
Graduated from GMI Engineering and Management Institutes with Bachelor of Industrial Engineering, and participated in new market developments and joint venture consulting projects with A. O. Smith Corporation, Westinghouse Air Brake Co., Tenneco Inc., etc., after working as financial analyst at Otis Elevator Co. He is currently Vice President of Amerihua International Enterprises Inc., and an owner of Chen & Co. LLC.
Our Advisor Board
Tim Montague is a private investor and has over 30 years’ experience in the wealth management business. Previously, he served as Hamilton Capital’s (HC) Chief Operations Officer and Executive Vice President for more than 20 years. During his tenure, Hamilton grew from around $200 million to over $2.5 billion in investable assets serving more than 2,500 individual and institutional clients. He also served on Charles Schwab’s Institutional Advisory Board for several years during his time with Hamilton. Prior to joining Hamilton, Tim was President of Assetlink, LLC, a CPA owned financial planning and wealth advisory firm.
Tim is a Certified Financial Planner (CFP) and obtained his Certified Public Accountant (CPA) in 1986 while employed in public accounting, including Ernst & Young. He obtained a Masters in Taxation (MTax) from Capital University’s Law and Graduate Center in 1991.
Kevin is the CEO of IXN, one of the most innovative insurtech startups in the marketplace. He served as the former Chairman & CEO of Financial Guard, which was one of the pioneers of the Roboadvising industry in the US. Kevin successfully built and proved out Financial Guard’s digital wealth management solution in the B2C space, the retirement space, and the white labeled advisory space before selling the company to Legg Mason (NYSE: LM) in 2016.
Prior to the Financial Guard venture, Kevin spent 14 years at JPMorgan within their Institutional retirement business, which focused on providing asset management/asset servicing solutions to public pension and corporate retirement plans within the US, as well as to multinational pension schemes.
Today he spends much of his time within the fintech industry as an investor, board member, advisor. Kevin has a BA in Philosophy, Politics, and Law from Binghamton University and an MBA from The Ohio State University.
LOUD Involvement
Navin serves as CEO and drives the company vision on how venture capital can be a vehicle toward entrepreneurship, education, and investment in businesses that have a positive impact. He emphasizes his physician ethics of treating people equally and well. Navin brings his leadership abilities with optimism, passion, and is always seeking win-win scenarios.
Prior Experience
Prior to co-founding LOUD Capital, Navin practiced anesthesia in a large hospital-based practice and was Medical Director for several years in a community hospital that incorporated growth, efficiency, and customer service. His first entrepreneurial venture was co-founding SmileMD (OFFOR Health), a mobile anesthesia and healthcare company that provides access to care currently servicing patients in 3 states.
Education
Navin received his MD from the University of Cincinnati College of Medicine and trained in anesthesiology at the University of Chicago Medical Center.
Mr. Qiu is a tax manager at the Dyke Yaxley, an international tax firm. The combination of engineering and accounting backgrounds gives Xiping (David) a multi-faceted analytical approach to his practice, which focuses on high-net-worth individuals and small to medium-sized businesses. He specializes in tax planning and preparation, business consultation and financial reporting.
Prior to joining Dyke Yaxley, David worked as a senior tax accountant since 2010, focusing on individuals and pass-through entities, especially in the fields of tax audit, loss deduction and multi-state income.
Areas of Expertise
David graduated with a bachelor of engineering degree from Tsinghua University of China in July 1994. He came to the US in 2006, earned his MBA and Master of Accountancy degrees from Bowling Green State University in 2009 and received his CPA license in 2011.
Contact Aurimax
Aurimax Investment Club adopt a “join-by-invitation” procedure. If you wish to become a member, please tell us your name and contact info, one of our current members will contact you.