Aureus Asset Management

Our Mission

Aureus Asset Management serves high-net-worth individuals, families, and institutional investors with personalized wealth management and investment services. Our team of experienced professionals utilizes a proven investment philosophy backed by rigorous research to deliver superior results and transparency.

Who We Are

Founded in 2005, Aureus Asset Management is an independent investment firm led by experienced industry veterans. We pride ourselves on building lasting client relationships based on mutual trust, open communication, and personalized attention.

What Sets Us Apart

• Personalized Investment Management: We tailor our strategies to your unique financial goals, investment experience, and risk tolerance.
• Comprehensive Wealth Management: Expertise extends beyond investment management to include financial planning, asset allocation, and ongoing risk management.
• Exceptional Client Service: We prioritize personalized communication and accessibility, ensuring you receive clear and timely updates on your portfolio performance and financial journey.
• Transparency and Accountability: We believe in open communication and provide regular reporting to empower you with complete transparency into your investments.

Our Investment Philosophy

Inspired by the principles of leading endowments and institutions, our investment philosophy emphasizes:

• Personalization: Customized portfolio management with individually tailored strategies.
• Diversification: A prudent mix of assets across asset classes, sectors, and strategies to mitigate risk.
• Concentration: Carefully selecting a diversified portfolio of 30-40 quality companies for optimal balance.
• Active Management: Rigorous fundamental research guides our active management approach to enhance performance over time.

Our Commitment

As a Registered Investment Advisor, we hold ourselves to the highest ethical standards and act in your best interests. We are committed to providing exceptional client service, generating consistent returns, and preserving your wealth for the future.