Aureus Asset Management serves as a primary financial advisor and investment manager to families and charitable organizations. Founded in 2005, today we manage over $3.5 billion for clients across 120 relationships.
We employ 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 for our clients.
- Manages portfolios with a total return approach, tailored for specific client requirements.
Thoughtfulness, accessibility and individualized client service are paramount to our success. We are privately held , totally independent and aligned with your interests.