Aureus Partners Inc

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(210) 226-7100Call Visit WebsiteVisit Website Map & DirectionsDirections205 N Presa St Ste B200San Antonio, TX 78205 Write a ReviewWrite Review

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Aureus Partners Inc

Investment Management
Ricky Agosto is the Founder, President/CEO and of Aureus Partners, Inc., a financial sales and institutional marketing firm established in 2004. Aureus Partners has raised in excess of $9 billion in pension assets across over 70 institutional accounts and is dedicated exclusively to raising assets and expanding investor relationships for a select group of quality institutional investment management firms. Mr. Agosto is Chairman of Aureus Global Core Plus Real Estate Fund, an institutional global real estate fund of funds. Mr. Agosto was managing partner in KraneShares Fund advisors, a global Chinese opportunity ETF investment firm.

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Extra Phones

Phone: (210) 227-0000

Phone: (210) 227-2020

Neighborhoods

East Side, Downtown San Antonio

AKA

Aureus Global Core Plus Real Estate

Other Link

http://www.aureuspartners.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments

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Details

Phone: (210) 226-7100

Address: 205 N Presa St Ste B200, San Antonio, TX 78205

Website: http://www.aureuspartners.com

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Aureus Partners Inc

Investment Management
Ricky Agosto is the Founder, President/CEO and of Aureus Partners, Inc., a financial sales and institutional marketing firm established in 2004. Aureus Partners has raised in excess of $9 billion in pension assets across over 70 institutional accounts and is dedicated exclusively to raising assets and expanding investor relationships for a select group of quality institutional investment management firms. Mr. Agosto is Chairman of Aureus Global Core Plus Real Estate Fund, an institutional global real estate fund of funds. Mr. Agosto was managing partner in KraneShares Fund advisors, a global Chinese opportunity ETF investment firm.

Accounting Services

Financial Planning
J. David Wetzel (Dave) has over 35 years of pension and investment consulting experience, Dave offers a unique perspective on investment consulting, addressing both the asset and liability side of the equation for institutional clients throughout the United States. Dave’s work experience is supplemented with focused, technical training. Dave graduated from Western Michigan University in 1979 with a Bachelor of Business Administration (BBA) where his studies centered on Finance, Economics and Accounting. Supplementing is undergraduate work, he obtained his Masters of Science in Personal Financial Planning from the College for Financial Planning. Additionally, he holds the Master Planner Advanced Studies, Certified Pension Consultant, Certified Financial Planner, Accredited Asset Management Specialist, Qualified 401(k) Administrator and Qualified Pension Administrator designations. Mr. Wetzel is a member of the Certified Financial Planner Board of Standards Inc. and the American Society of Pension Professionals and Actuaries.
Asset Management
Aureus Global Core Plus Real Estate Fund is an infinite life open-ended private equity real estate vehicle created to provide investors with the opportunity to invest in a balanced (Core, Value and Opportunistic) broadly diversified portfolio. Our investment strategy is to replicate the diversification and risk characteristics of a large tax-exempt institutional investor’s real estate allocation within one fund. Real estate asset allocation diversification by fund manager, investment strategy, geography and property type.

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