Wealth Management

Comprehensive, integrated approach to managing wealth.

Wealth Planning

Discuss current plan

Review investing experience

Establish goals and objectives

Custom Portfolio Design

Outline risk tolerance and return objectives

Determine global asset allocation

Evaluation & Monitoring

Comprehensive review of portfolio and performance

Review market conditions

Ensure compliance with your guidelines

Portfolio Implementation

Select appropriate investment strategy

Allocate capital to investment managers

Client

Wealth Planning

  • Defining a vision for your wealth is the first step in the process. Aureus helps identify and clarify goals, and coordinate with other professionals.
  • We ask questions, learn about your history of investing, and discuss your comfort level with risk. We also answer, or find the answer, to any questions you may have.
  • The result is a clear and objective view of investment goals, enabling us to create a program designed to achieve your short-term and long-term objectives.

Custom Portfolio Design

  • All portfolios are custom designed based on your investment objectives, cash flow requirements and risk profile.
  • The first step is to determine an appropriate range for the asset allocation of your portfolio. Then, based on the current market environment, we narrow the range to a specific allocation.
  • Managing risk is essential. Generally, risk falls into three categories: financial, investment and emotional. We understand these risks and seek to manage the impact on you and your portfolio.

Evaluation & Monitoring

  • We continually monitor your portfolio in light of prevailing market conditions and search for new or better opportunities.
  • Should your situation change, we consider the potential impact on your strategy and make necessary adjustments.
  • Expect to hear from us. Quarterly client reviews are standard practice at Aureus and phone calls, emails or informal meetings happen throughout the year.

Portfolio Implementation

  • Constructing an investment portfolio to meet your objectives requires knowledge and experience gained over time and through market cycles.
  • With a long-term, total return view the asset allocation is implemented through selecting investment strategies and investment managers appropriate for your portfolio.