Augustine Asset Management Inc

Augustine Asset Management, Inc. is an SEC registered investment advisor founded in 1985, based in Jacksonville, FL. The firm specializes in investment and portfolio management services for high net worth individuals, families, and institutions. With $660 million in assets under management, they offer fee-only services with a minimum account size of $2 million for private clients and $15 million for institutional clients. The firm's investment philosophy focuses on fundamental analysis to identify attractive investment opportunities and manage portfolio risk. Augustine offers customized portfolios across various strategies such as Global Equity, Core Plus Fixed Income, Short-Term Fixed Income, and Balanced Allocations. The team, led by experienced professionals, aims to achieve client financial objectives while providing a high level of service and support. The firm operates as a fiduciary, acting in the best interests of clients. Augustine does not engage in performance-based fees, ensuring no conflicts exist between managed accounts. Clients have investment discretion with the ability to set guidelines and restrictions on their accounts. The firm follows strict ethical standards, including compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct. For more information, visit www.augustineasset.com.