Aureus Investment Philosophy
Contemporary Wealth Management
- Adapted from leading endowments, modified to wealth management and customized to each client.
- Global investing philosophy, incorporating a comprehensive view of geographies and asset classes.
- Manage portfolios with a total return approach, tailored for specific client requirements.
- Investing is a long-term proposition requiring near-term perspective.
- We favor active management and rigorous fundamental research.
- Diversification of asset classes, investment strategies and managers provides an effective method for improving risk/return dynamics.
- Client-focused portfolio design is essential to achieving goals and objectives.