Aurum Wealth Management
Corporate Benefit Services
As a trustee or investment committee member, you have a fiduciary responsibility to many constituents. These include employees, shareholders, retirees and recipients of funding programs among others.
Aurum assists you in meeting your fiduciary responsibility by establishing a prudent and objective process on which to base investment decisions. We institute a comprehensive approach to 401(k), pensions, and endowments which includes Investment Policy Statement development, thorough investment manager evaluation, and ongoing monitoring.
Aurum operates with an open-architecture platform that gives you a dramatically greater range of opportunity and choice of traditional and alternative investments. You have virtually unlimited access to the largest universe of investment managers – all under the requisite control of an extensive and rigorous due diligence process.
To learn more about Aurum and download free capital market reports, please visit