To be selected as one of only eight members of this all-star team by our peer group is a validation of the rigorous investment management process Mike has instilled inside the firm
Cleveland, Ohio (PRWEB) October 30, 2012
Aurum Wealth Management’s research team, led by director of research, Michael T. McKeown, CFA, CPA, has been selected to the 2nd Annual Financial Advisor/Private Wealth Due Diligence/Research Manager All-Star Team. The all-star team was recognized in the October 2012 issue of Financial Advisor and at the 2nd Annual Fiduciary Gatekeeper Research Summit on October 11-12 in Boston.
According to the publication, “When FA hunted for the cream of the crop among research management teams, these professionals made the all-star team, according to peers.”
“To be selected as one of only eight members of this all-star team by our peer group is a validation of the rigorous investment management process Mike has instilled inside the firm,” said Eric N. Wulff, managing director at Aurum. “We look forward to continuing to provide industry-leading research and service to our clients going forward.”
In its October issue, Financial Advisor said the following about Aurum’s investment approach, “Some jazz musicians like to play in two keys at the same time. Michael McKeown and his partners at Aurum Wealth Management Group also like mixing up modes, specifically using different investment styles to come up with something it calls ‘Ultra Modern Portfolio Theory.’ His research team’s approach is to assemble multi-asset, multi-manager portfolios and diversify portfolios by risk.”
The full article is available online at http://bit.ly/RBtLB6.
McKeown has been with Aurum for over five years. He is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA) designation. McKeown is a member of both the CFA Institute and CFA Society of Cleveland. He also serves as a cabinet member for the United Way of Cleveland's GeneratioNext program.
About Ultra Modern Portfolio Theory
Aurum’s approach to high net worth clients is to focus on consistent performance and downside protection through the application of Ultra Modern Portfolio Theory. The Ultra Modern Portfolio Theory incorporates traditional asset classes across equities, fixed income and cash, along with alternative investments, to achieve not just diversification of assets, but also diversification of risks.
About Aurum Wealth Management
Aurum Wealth Management Group provides private wealth management services as well as corporate retirement plan services via its Modern 401(k). To learn more about Aurum Wealth Management, call us at 440-605-1900.