Individualized Asset Allocation
With investment goals and policy in place, Aureus develops a customized asset allocation model for clients. The
model serves as a personal investment blue print and typically emphasizes a globally diversified portfolio with exposure to a range of client-appropriate asset classes. Special attention is paid to the level of liquidity reserves required to meet income and expense needs and to avoid the possibility of selling investments under pressure.
Our asset allocation process begins with an unconstrained look at geographies and asset classes. Through a detailed quantitative and qualitative analytical process we arrive at an optimal mix of cash, traditional fixed income, domestic and global equities, and alternative assets. Please refer to our Publications section for more detail on this process and our current base case model.
Welcome to Aureus Asset Management. Aureus Asset Management offers investors highly sophisticated portfolios.