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.
Aureus Asset Management is an independent investment firm founded in 2005 to address the key financial challenges facing individuals, families and organizations today. The Aureus Asset Management team brings considerable expertise in contemporary wealth management. We extend our understanding of asset classes, geographies, and portfolio.
Aureus Asset Management is an independent investment firm founded in 2005 to address the key financial challenges facing individuals, families and organizations today. The Aureus Asset Management team brings considerable expertise in contemporary wealth management. We extend our understanding of asset classes, geographies, and portfolio.
Services
Aureus Asset Management serves as a primary financial advisor and investment manager to families and charitable organizations. Founded in 2005, today we manage over $3.5 billion for clients across 120 relationships. Maintains traditional investment tenets such as prudent diversification, fundamental research and risk management.
We ask questions, learn about your history of investing, and discuss your comfort level with risk. We also answer, or find the answer, to any questions you may have. The result is a clear and objective view of investment goals, enabling us to create a program designed to achieve your short-term and long-term objectives.
Adapted from leading endowments, modified to wealth management and customized to each client. Global investing philosophy, incorporating a comprehensive view of geographies and asset classes. Manage portfolios with a total return approach, tailored for specific client requirements. Diversification of asset classes, investment strategies and managers provides an effective method for improving risk/return dynamics.
Mike joined Aureus in 2013 bringing 30 years of experience in the asset management business and having been a long-time client of the firm. He is involved in many aspects of the business including portfolio management, client relationship management, marketing and strategic initiatives for the firm.
Gina joined Aureus in 2010 and is responsible for both relationship management and compliance at Aureus. She brings 20 years and a wide array of financial services experience to the firm. Prior to joining Aureus, Gina was with Fidelity Investments Private Client Group as a Vice President/Senior Account Executive.
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