Aureus provides complete oversight and coordination of our clients’ financial well-being. We believe investments are the key component in achieving this goal and therefore focus on managing financial assets. However, there can be components of finances that extend beyond investments into areas including cash flow and liquidity management, estate planning, philanthropy, tax preparation and planning, trust service, and general legal advice. Strategically, we approach these areas separately, but in relation to, investing. 
For clients requiring specialized advice in any ancillary area, Aureus either recommends a trusted and experienced firm (typically giving clients several options) or works hand-in-hand with existing advisors. In both instances, Aureus coordinates information flow and strategy as required by the client, serving as overall strategic advisor. With a coordinated network of highly specialized firms, clients receive the best possible overall advice while avoiding the potential conflicts of interest inherent with most “full service” firms.
Aureus clients interact only with senior partners who have extensive experience dealing with complex family and financial matters. Partners work with a limited number of clients and our growth is predicated on the number of clients per partner, not the amount of assets we manage. We strive to develop close relationships with all our clients and are available when a need arises.
Welcome to Aureus Asset Management. Aureus Asset Management offers investors highly sophisticated portfolios.