Today’s investors are saddled with yesteryear’s portfolio management process and an archaic investment mindset. The traditional course has been: meet with the client, create an asset allocation (often limited entirely to whatever the firm can sell), outsource to different managers to make the actual investment decisions and meet quarterly (if that) to see how the portfolio is doing.
fortune favors the bold
Our Focus
Our Approach
The Problem:
Obsolete Approach.
Antiquated Solutions.
As we learned in 2008, and in subsequent years, this model simply does not work. But we have the solution.
The Solution:
Audent Global
Asset Management
Equity Strategies
Our distinct, actively managed equity strategies employ a disciplined and thorough election of well‑known, high‑performing stocks. The key difference is that Audent’s innovative options put‑write and/or global buy write overlay strategies seek to add to performance and provide the flexibility for today's changing market conditions, all run by an experienced and thoughtful investment management team.
Fixed Income Strategies
Audent’s accomplished leadership spent 15+ years developing a better way to invest within an income‑seeking framework. Our actively managed, rules‑based approach seeks to deliver what a modern portfolio is supposed to‑regular income and consistent returns. We do this with a variety of strategies that use either investment grade bonds, tax advantaged municipals, ultra‑short duration or higher yielding fixed income securities.
