Aureus Investment Philosophy

A globally diversified portfolio tailored to each client.

Global Asset Allocation

A globally diversified portfolio tailored to each client

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Low Risk

Money held for liquidity needs, cash flow requirements, scheduled investments or under certain market conditions.

  • Money Market funds, short-term Treasury instruments, short-term mutual funds.

Low to Moderate Risk

Capital invested to provide income, stable returns and reduced portfolio volatility.

  • Fixed Income: High quality taxable bonds or tax-exempt bonds.
  • Absolute Return: Alternative investment strategies focused on consistent investment returns and lower volatility.

Higher Risk

Capital invested to provide higher returns and exceed inflation over a market cycle. Higher volatility is expected with these asset classes.

  • Domestic Equity: US equities (large cap, mid cap, small cap)
  • International Equity: Developed and Emerging Market equities.
  • Directional Capital: Alternative investment strategies focused on higher investment returns across multiple asset classes.