About The Firm
Making & Meeting Goals
We use proven investment strategies designed to meet your risk tolerance and stand up to market volatility. We use unbiased recommendations from a number of advisors weighted and rebalanced with impartial guidance based directly on the goal to maximize return.
Building Strong Futures
We are passionate about helping governmental, corporate, non-profit and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing management fees. Our goal? To maximize the assets you have accumulate. To do this we use proven investment strategies by investment consultants, designed to meet your risk tolerance and weather market volatility.
About the Founder
For The Discerning Money Management was founded by
Dr. Michelle Augustine, a passionate and open-minded individual who is supported by an experienced management team, Drawing on more than 40 years of experience as CFO for a $10.5 Billion Pension system and Chairperson for The College for Financial Planning, Dr. Augustine looks for every opportunity to establish meaningful connection with clients. Dr. Augustine holds a Ph.d in Finance at The Nova Southeastern University.
For The Discerning Money Management believes in building lifelong relationships, strategizing for long-lasting, distinctive, and substantial solutions. We provide exceptional service in every aspect of our customers needs.
Reviews
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Worldwide we're changing how money is managed, Management fee based on actual expenses not assets under management. Returning Millions and Billions to funds.
Fees based on shared expense verses AUM
Callen & Associates
Blackrock
Northern Trust
Goldman
Research Affiliates
Morgan Stanley
State Street Global Advisors
3/5 or 7/10 ten yr average of investment returns of advisors quarterly performance by asset class.
Rebalancing-take the average of the top three or top five advisor recommendations based on the percent the portfolio should be allocated in each asset class. Top performing EFT, index funds, managers with consistent Alpha over index and fees, weighted.
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Contact Me
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
For The Discerning Money Management
Hours
Monday - Friday: 5am - 9pm
Saturday: By appointment
Sunday: Closed
Copyright © 2021 For The Discerning Money Management - All Rights Reserved.
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