Our Story
As experts in the equities, fixed income and alternative markets, we strive to build well-diversified and efficient portfolios by our focus on utilizing our proprietary strategies which are actively managed for each market cycle. We are constantly monitoring market movements and identifying dislocations to create opportunities or trades that will either drive cash flow, create better entry points into stocks we want to own or enhance the total return of the portfolio. Our active investment management business, GAM, was founded to help develop holistic financial plans to inform a goals-based investment strategy. Once we understand a client’s short- and long-term needs, we tailor a portfolio that minimizes risk, is tax efficient, and can be actively managed for success.
— George Santayana
From the wake of the 2008 financial crisis, a spark was formed that would eventually lead to the creation of Audent Global Asset Management (GAM). GAM offers an entirely different approach towards investing and managing wealth. It is a mindset that challenges investors to think differently – starting by hiring a portfolio management team to take a holistic approach to the creation of a custom investment allocation. Then having the same portfolio team use all of the investment tools and resources available to implement portfolios that produce income and results consistently and tax efficiently.
