The Art of Intelligent Investing

Founded in 2005, today we advise over $4.2 billion across 125 client relationships.

Aureus Asset Management

Unlike coins of lesser worth, the Aureus was intrinsically valuable, made of gold itself. As the most desirable currency of ancient Rome, it was rare, infrequently struck, and reserved for storage of significant wealth.

Today, Aureus combines respect for the traditions of wealth management with a contemporary investment philosophy, creating a dynamic approach to investing and wealth counsel that is intelligent, aligned, and assured.

About Aureus

Aureus Asset Management is an independent investment firm founded in 2005 to address the key financial challenges facing individuals, families and organizations today.

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The Aureus Asset Management team brings considerable expertise in contemporary wealth management. We extend our understanding of asset classes, geographies, and portfolio.

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Featured Publications

Click here for access to our quarterly Investment Perspectives and annual Global Asset Allocation Review. Other publications, including links to Kari’s CNBC opinion pieces, can be found under the “Media” tab above and “Selections” in the drop down menu.

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Even the Odds

Karen has a strong focus in her professional life on risk taking and understands how it plays a major part in almost every decision we make, professionally and personally.

In Karen’s blog and book, Even the Odds: Sensible Risk Taking in Business Investing and Life, she describes how to consider and evaluate risk in the decisions we make and offers practical advice and guidance to help us make the best decisions we can, across our professional, investing, and personal lives.

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Karen Firestone

Chairman & CEO

Kari is co-founder of Aureus Asset Management and serves as Chairman and CEO. Previously, she spent 22 years at Fidelity Investments, most recently as a diversified fund manager in the Growth Group with oversight of the Large Cap Fund, Advisor Large Cap Fund, Destiny I Fund, and several institutional non-profit and pension funds. Prior to that, Kari managed several sector funds, including the Leisure and Entertainment Fund, the Media Fund, Air Transportation Fund, Transportation Fund, Biotechnology Fund, Health Care Fund, and Advisor Health Care Fund. Kari’s Fidelity career began in 1983 as an assistant fund manager to Peter Lynch on the Magellan Fund.

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Thaddeus Davis, CFA

President & CIO

Thad joined Aureus in 2005 and serves as Director of Research and co-portfolio manager of the Core Equity Strategy at Aureus. He brings 20 years of experience in equity analysis, company valuation, and portfolio management to the firm. Thad joined Aureus from Bear Stearns Asset Management (BSAM) where he was a Vice President responsible for research and management of large-cap value equity portfolios.

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Contact Aureus Asset

Feel free to contact us with questions or inquiries about Aureus Asset Management.

We look forward to working with you.

Phone: 617.728.8900