Since 1985, Augustine Asset Management has helped wealthy families and institutions achieve their financial goals. We are a fiduciary, fee-only investment manager, and our team has extensive experience investing worldwide across the full range of publicly-traded asset classes.
Our advisory and investment team includes five Chartered Financial Analysts, a recipient of the CFA Institute's Certificate in Investment Performance Measurement, a Certified Public Accountant, and a Certified Financial Planner.
We are looking to grow our business with acquisitions and recruitment of like-minded and skilled professionals.
Jeffrey E. Bernardo, CFA