Aureus Capital

Aureus Capital provides discretionary portfolio management and financial planning primarily for individual clients, as well as high‑net‑worth individuals and trusts, managing roughly $3.8 million for a small client base of about 15 households. Services include ongoing asset management, tailored financial plans, and implementation assistance across stocks, ETFs, mutual funds, bonds, REITs and other common securities.

The firm’s investment approach combines fundamental and technical analysis with a portfolio construction process tied to each client’s goals, time horizon and risk tolerance, with quarterly reviews and monitoring. Notably, Aureus employs options strategies — primarily cash‑secured puts and covered calls — and may use margin as part of a long‑term, income‑oriented strategy, and requires the use of Interactive Brokers for execution.

What distinguishes the firm from many independent peers is its explicit use of derivatives in separately managed accounts and incorporation of margin in client strategies, a practice that is relatively uncommon among solo independent advisers. As a single‑adviser boutique, the firm manages accounts separately (does not aggregate orders), provides its own compliance and supervision internally, and offers no account minimum, which may suit clients seeking a small, closely managed advisory relationship.