Augustine Asset Management Inc.

Overview

Augustine Asset Management Inc. is a fee-only investment management firm based in Jacksonville, Florida, specializing in customized global investment strategies for wealthy families and institutions. Founded in 1985, the firm emphasizes a fiduciary, client-focused approach, providing comprehensive investment management solutions with a transparent fee structure. Their services include portfolio management, financial planning, and consulting, all tailored to meet the unique objectives and preferences of each client. The firm's investment strategy is research-driven, focusing on fundamental analysis of capital markets, industries, and individual securities to identify attractively valued investment opportunities and manage portfolio risk. Augustine allocates client capital among proprietary equity and fixed income strategies on a discretionary basis, determining allocation based on client objectives and analysis of valuations, relative return, and risk potential. Their equity strategies include Global Equity, Yield Equity, and Emerging Markets Equity, while fixed income strategies encompass Core Plus Fixed Income and Short Term Fixed Income. Augustine Asset Management Inc. operates strictly as a fiduciary and fee-only advisor, ensuring that they act exclusively in the best interest of their clients without earning commissions or marketing fees. This approach allows them to deliver comprehensive investment management solutions at costs that are lower and more transparent than industry norms. Their team of portfolio managers and analysts follows a research-oriented investment process, applying systematic screening and fundamental research to construct portfolios that aim to produce excess returns with controlled risk.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies