Since 1985, Augustine has helped wealthy families and institutions achieve their financial goals. We are dedicated to growing client portfolios with a high standard of diligence and prudence. Augustine clients benefit from our experience investing across the full range of global capital markets. Our ensemble approach ensures that all clients receive the full extent of our expertise.
Our priority is to manage client portfolios to their full potential. We take the time to build relationships, to understand each client's objectives and preferences, and to customize portfolios to meet those needs. Augustine is a fiduciary, fee-only investment manager. We act exclusively for our clients' best interest and never earn commissions or marketing fees for selling financial products.
Our priority is to manage client portfolios to their full potential. We take the time to build relationships, to understand each client's objectives and preferences, and to customize portfolios to meet those needs. Augustine is a fiduciary, fee-only investment manager. We act exclusively for our clients' best interest and never earn commissions or marketing fees for selling financial products.
Services
With a broad array of collective experience investing and advising across asset classes globally, our team is distinguished by the experience and depth applied to the identification of investment opportunities and the management of portfolio and firm risk. Mr. Bernardo has over 25 years of investment experience, and his responsibilities include managing Augustine's global equity, emerging market equity, and fixed income strategies.
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