About Our Firm
Aureus Asset Management is an independent investment firm co-founded by chairman and CEO Karen Firestone in 2005. We serve high-net-worth individuals, families, and institutional investors.
As an Aureus client, you can expect:
- A team that works together to optimize portfolio management and long-term returns
- Expertise in investment management as well as wealth management, including financial planning and asset allocation
- High-touch, highly personalized client service to help us achieve your goals together
- An accessible team that is always ready to answer your questions and educate you on your investments
- Complete transparency into investment performance, including optional quarterly reviews for wealth management clients
Aureus is a Registered Investment Advisor and thus has a fiduciary duty to act in your best interests.
Investment Philosophy
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.
Personalization
Personalized portfolio management — including through separately managed accounts — is essential to meeting each client’s investment goals and other considerations.
Diversification
Prudent diversification of asset classes, industry sectors, countries, investment strategies, and managers is a proven method for improving risk/return dynamics.
Concentration
Academic research shows that a thoughtfully constructed portfolio of 30 to 40 companies appropriately balances diversification and risk mitigation.
Active Management
Active management of client funds backed by rigorous fundamental research enhances the likelihood of outperforming benchmarks over time.
The Meaning Of ‘Aureus’
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.
Get in Touch
To contact Aureus, please call 617.728.8900 or complete this form.
