Augustine Asset Management Inc

Augustine Asset Management serves high‑net‑worth individuals and families as well as institutional clients, including corporations, retirement plans, charitable nonprofits, and state and municipal government entities. The firm provides fee‑only investment management and portfolio advisory services on both discretionary and non‑discretionary bases and oversees roughly $783 million in client assets.

The firm employs a research‑oriented investment process that combines top‑down macro views with bottom‑up fundamental analysis to manage active global equity and benchmark‑differentiated fixed‑income strategies, with equity portfolios typically holding 30–50 securities. Augustine also maintains formal performance measurement and reporting practices—providing quarterly portfolio appraisals and market commentaries—and assigns responsibility for compliance with the CFA Institute Global Investment Performance Standards.

Distinctive aspects of Augustine include an explicit public‑sector client focus and related compliance controls (for example, political contribution restrictions intended to avoid conflicts when doing business with government entities). The firm operates with a small, long‑tenured team with multiple charterholders and concentrates on larger private‑client and institutional mandates, effectively excluding retail investors below its private and institutional account thresholds.