The Art of Generational Wealth Preservation
4 min read
The Art of Generational Wealth Preservation
True wealth transcends mere accumulation. At Aurelius, we believe in the stewardship of capital across generations — a discipline that demands patience, conviction, and an unwavering commitment to fundamental value.
Our Investment Philosophy
The most enduring fortunes are built not through speculation, but through the disciplined application of time-tested principles:
- Capital preservation as the primary directive
- Compounding over decades, not quarters
- Diversification across uncorrelated asset classes
A Note on Patience
"The stock market is a device for transferring money from the impatient to the patient." — Warren Buffett
This principle guides every allocation decision we make on behalf of our clients.
| Strategy | Time Horizon | Risk Profile |
|---|---|---|
| Core Equity | 10+ years | Moderate |
| Fixed Income | 3-7 years | Conservative |
| Alternatives | 5-15 years | Variable |