Services

Aureus Asset Management provides investment management and wealth management services to high-net-worth individuals and families as well as institutional investors. Our team takes an active management approach informed by rigorous research and focused on long-term performance.

Investment Management

Aureus serves as a primary investment manager to individuals, families, and institutional investors. We are happy to manage the entirety — or a portion of — your investment portfolio, including monitoring performance and market conditions and adjusting your holdings as appropriate.

For individuals and families, our team will design a custom portfolio based on your risk tolerance and return objectives.
For pension funds, endowment funds, and other institutional investors, we will design a custom portfolio or carry out the plan established by your investment committee.

Wealth Management

Individuals and families appreciate that Aureus goes beyond investment management to offer a wide range of wealth management services, including:

Financial planning
Asset allocation
Advice on topics like expense budgeting, saving for college, retirement planning, and philanthropy

We offer every wealth management client a quarterly investment review, which covers portfolio performance, the rationale behind our investment decisions, and advice based on your specific circumstances.

Finally, we will work with your CPA, estate planning attorney, and other professionals to execute your wealth management plan — or, if desired, connect you with trusted sources within our referral network.

Get in Touch

To contact Aureus, please call 617.728.8900 or complete this form.

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