Foundations & Endowments

How we serve foundations & endowments

As with many institutional investors, foundations and endowments

benefit from the type of active management that distinguishes Audent’s team and our approach to investing. With over 20 years of experience, our focus areas include:

01

FIDUCIARY ADVISORY PLATFORM

02

PERSONAL CIO-CFO

03

CUSTOMIZED PORTFOLIO MANAGEMENT

04

CASH FLOW MANAGEMENT

Audent Global Asset Management acts as a fiduciary and adheres to the best practices and standards guidelines issued under the Uniform Prudent Management of Institutional Funds Act (UPMIFA) of 2014.

By taking on a fiduciary role on behalf of your organization, we look to add an additional layer of protection and minimize liability exposure for Board members whose commitment requires both a reasonable knowledge of investment issues and an understanding of how investment-related decisions may impact the organization.

Outsourced Chief Investment Officer

We serve as an objective fiduciary to oversee, advise and provide services on your overall investment portfolio, ranging from real estate, private equity, loans, and other non-traditional investments.

Our services include:

  • Determine cash flow and/or total return needs by entity
  • Develop overall investment strategy approach
  • Create investment policy statements for each entity
  • Oversee all investment accounts regardless of institution
  • Provide deal due diligence on all real estate and private equity transactions
  • Deliver aggregated investment reports
  • Source of debt and equity for real estate and private equity related transactions
  • Provide asset management of real estate and private equity

Outsourced Chief Financial Officer

Audent can serve as your independent head accountant, managing all aspects of your financial operations, including cash management, financial reporting, income tax compliance, expense monitoring, financial statement audits and annual budgets.

Our services include:

  • Produce income statements, balance sheets, cash flow schedules
  • Reconcile all investment accounts
  • Manage accounting and reporting for cash and liquidity
  • Produce custom and tailored financial reports
  • Manage income tax reporting and compliance
  • Construct annual budgeting
  • Conduct expense reconciliation and maintain cost control

Our active approach to managing assets seeks to allow you to better predict income and protect the built-in gains of the portfolio. With a proprietary process and investment philosophy, we use innovative and proven investment strategies in equity, fixed income and derivatives markets in pursuit of differentiated, risk-adjusted returns. With nearly 40 years of combined experience, we actively manage strategies to deliver what a modern portfolio should be designed for: enhanced cash flow and returns in almost any market condition.

As determined by your specific portfolio parameters, we look to integrate equities, fixed income and derivatives in an optimal balance. Our objective is to generate a consistent cash flow to enable you to pursue your organization’s mission, while mitigating your tax obligations and advancing towards your longer-term investment goals.

We invite you to contact us

Audent Family Wealth Advisor

t: 310-388-0018

Audent Capital Partners

t: 310-388-0018

Audent Global Asset Management

t: 310-388-3818

Terms Of Use

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