Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors. We were co-founded by Executive Chairman Karen Firestone and David Scudder in 2005. Thad Davis, a partner since the firm’s inception, now serves as our CEO and President.
Aureus is a Registered Investment Advisor and thus has a fiduciary duty to act in your best interests.
We have adapted the advanced investing methodology of leading endowments and institutions to create a contemporary wealth management model for serving clients. The following are the foundational tenets of our investment philosophy.
Personalized portfolio management — including through separately managed accounts — is essential to meeting each client’s investment goals and other considerations.
Prudent diversification of asset classes, industry sectors, countries, investment strategies, and managers is a proven method for improving risk/return dynamics.
Academic research shows that a thoughtfully constructed portfolio of 30 to 40 companies appropriately balances diversification and risk mitigation.
Active management of client funds backed by rigorous fundamental research enhances the likelihood of outperforming benchmarks over time.
Unlike coins of lesser worth, the aureus of ancient Rome was intrinsically valuable, made of gold itself. As the most desirable currency of its time, the aureus was rare, infrequently struck, and reserved for storage of significant wealth.
To contact Aureus, please call 617.728.8900 or complete this form.
