Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors. We were co-founded by Chairman Emerita Karen Firestone and David Scudder in 2005.  Thad Davis, a partner since the firm’s inception, now serves as our CEO and President.

We have adapted the advanced investing methodology of leading endowments and institutions to create a contemporary wealth management model for serving clients. The following are the foundational tenets of our investment philosophy: Personalization, Diversification, Concentration and Active Management. 

Aureus is a privately held firm offering fee-only investment advice to our clients.    

Except for material posted on this page by Aureus, we are not responsible for the content displayed on this site.  Aureus does not endorse any content from third parties.   Aureus does not collect any information from this site.  No information displayed on this site is to be taken as investment advice.

Aureus Asset Management

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