Creating Financial Peace of Mind
What is "Ayur"?
Ayur is a Sanskrit term meaning “life” or “vital power”. We believe in providing life and vital power to your financial planning.
Who is Ayur?
We are an experienced team of highly trained professionals with shared values where our client’s best interest comes first. With over 55 years of combined experience we have a deep understanding of what successful retirement means to people. Today we still only work for approximately 180 client families. Our boutique approach allows us to maintain deep client relationship, ensuring prompt, personalized service.
Our success is the result of our unconstrained view of the world. Meaningful work and client relationships are pursued through an open-minded attitude and transparency on all levels of our practice. We are a very flat organization, encouraging team members perspective to test ideas to create constant improvement and innovation. It is by continually striving together for the highest levels of truth and excellence that we help our clients achieve financial peace of mind.
Our principles are ways of dealing with situations. We value independent thinking.
Values & Guiding Principals
We constantly challenge each other with thoughtful disagreement. The freedom of this radical open-minded thought environment focuses on generating superior results for our clients
Deep-seated passion for truth and transparency helps take us from being trapped in our own heads and seek out the best minds in the world that we can gain access to help us make the best decisions. This allows us to face and overcome challenges well and create the best solutions for our clients
My expectations were to preserve and grow my equity to pass on to my wife and children. Through your recommendation we established an insurance policy with a tax-assisted investment account. The insurance programme and financial/estate planning has brought us comfort. In thinking about your practice I have been impressed with your level of diligence and caring. I’d like to commend you and your team on the great work you‘ve done, and what a pleasant experience it has been working with you.
I have been investing for over 30 years and spent a lot more time doing it myself in the early years. I reached a point in my career where I no longer had the time to do it properly. I felt the financial advisors I was using before you did not necessarily have my best interest at heart. I felt there was a conflict of interest in their recommendations. In contrast, I like your compensation model and feel that you are advising us with our best interest in mind.
I take comfort in your services because I trust you; I believe you to be committed and you take the initiative. I believe that you will continue to meet our changing needs as we are philosophically in tune. Your practice is unique because of the personalized service you provide. You really take the time to get to know people you are dealing with. I have the impression that you haven’t taken on so many clients that you spread yourselves thin.
We feel that your continuous research gives you the ability to confidently make recommendations and changes if needed. We trust you and feel that you are looking out for our best interest. One of the features that we feel makes you practice unique is your type of communication. Communication is an important service you provide and it is made available in such a fashion that we can pick and choose to participate if we wish, e.g. webinars, money manager seminars.
We feel confident in your decisions and appreciate your research on appropriate money managers. We also appreciate the personalized service you provide us – following up and making sure we meet a couple of times a year.
I find your lines of communication very good. I don’t take advantage of all the seminars and webinars you offer but I can pick and choose when I want to participate. I find you are always available for a call or a meeting. What made me decide to hire you was the fact that you used the right amount of persistence and we had a good personality match. Your whole team has a good demeanor about them – not too pushy and they have always shown me respect. As with any business, what makes you unique is your team.
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