Aureus Asset Management

Aureus Asset Management is a leading investment firm that is committed to providing financial advice and contemporary asset management to families, individuals, and institutions. The firm combines the traditions of wealth management with contemporary investment philosophy to create a dynamic approach to investing and wealth counsel that is intelligent, aligned and assured.

Aureus employs a Contemporary Wealth Management Approach to investing which:

  • Maintains traditional investment tenets such as prudent diversification, fundamental research and risk management.
  • Incorporates a global perspective, open-architecture platform, alternative asset classes and best-in-class managers.
  • Manages portfolios with a total return approach, tailored for specific client requirements.