Augustine Asset Management

At Augustine Asset Management, we are dedicated to providing our clients with the highest level of investment management and financial planning. Since our inception in 1985, we have been committed to helping wealthy families and institutions achieve their financial goals through our comprehensive and personalized services. Our team of experienced professionals is dedicated to growing client portfolios with diligence and prudence, while ensuring that all clients receive the full extent of our expertise.

Global Expertise

Our clients benefit from our extensive experience investing across the full range of global capital markets. Our ensemble approach ensures that all clients receive the full extent of our expertise, allowing them to make informed decisions about their investments. Whether you are looking to invest in equities, fixed income, or emerging markets, our team has the knowledge and experience to guide you through the process and help you achieve your financial objectives.

Client Focus

At Augustine Asset Management, our priority is to manage client portfolios to their full potential. We take the time to build relationships with our clients, understand their objectives and preferences, and customize their portfolios to meet those needs. We believe that every client is unique and deserves a personalized approach to their investment management. Our team is dedicated to providing exceptional service and ensuring that our clients feel valued and supported throughout their investment journey.

Ethical Stewardship

Augustine Asset Management is a fiduciary, fee-only investment manager. This means that we act exclusively for our clients' best interest and never earn commissions or marketing fees for selling financial products. Our clients benefit from our ability to deliver comprehensive investment management solutions at costs that are lower and more transparent than industry norms. We are committed to upholding the highest standards of ethics and integrity in all aspects of our business, ensuring that our clients can trust us to manage their investments with their best interests in mind.

Our Team

Our team is comprised of experienced professionals with a broad array of collective experience investing and advising across asset classes globally. Each member of our team is distinguished by their experience and depth applied to the identification of investment opportunities and the management of portfolio and firm risk. Our team includes:

• Jeffrey E. Bernardo, CFA - President & CEO, Portfolio Manager
• Milena D. Spasova, CFA, CIPM - Vice President, Portfolio Manager
• Neil J. Sullivan, CFA - Investment Analyst
• Franco Cirelli, CPA, CFP - Financial Planning Advisor

Together, our team provides a comprehensive approach to investment management and financial planning, ensuring that our clients receive the highest level of service and expertise.

Contact Us

If you are interested in learning more about Augustine Asset Management and how we can help you achieve your financial goals, please do not hesitate to contact us. We look forward to the opportunity to serve you and help you achieve financial success.