November 11, 2013 - Cleveland, Ohio - Aurum Wealth Management Group (www.aurumwealth.com), a Cleveland-based investment firm, announced they have been selected as an Upstart category winner as part of the 2013 Weatherhead 100 Awards. The Upstart designation identifies Aurum as one of the fastest-growing companies in Northeast Ohio as determined by The Weatherhead School of Management at Case Western Reserve University.
Aurum Wealth Management Group, which was established in 2006 under the direction of Eric N. Wulff and Christopher D. Bart, is an independent registered investment advisory firm that stands out as an emerging leader in the industry based Aurum’s unique investment process and its strategic partnership with CPA, business and financial advisory firm, Skoda Minotti.
“Our growth and momentum is driven by how we tailor an individual approach to help our clients achieve stability and success,” said Eric N. Wulff, managing director and principal.
Aurum’s investment model focuses on consistent performance and downside protection through the application of UltraModern Portfolio Theory. “Our professionals take personal responsibility with an unwavering commitment to help each client reach their objectives that will not only serve them during cycles of upward movement, but also throughout challenging economic times,” said Christopher D. Bart, managing director and principal.
Aurum Wealth Management Group was the winner of the fi360 2013 article competition and featured in AdvisorOne magazine for the white paper, “Rethinking TDFs as QDIAs: Why Target Date Funds Are a Fiduciary Nightmare for Qualified Plans.” Aurum was also one of eight firms to be nationally recognized for excellence in investment management research and named to the Financial Advisor Magazine 2012 All-Star Research Team.
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).
About the Weatherhead 100
The Weatherhead 100, established 26 years ago, is presented to the top 100 companies each year that exhibit innovative business and shares the ideals of the Weatherhead School of Management philosophy.