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Augusta Investments
Strategies to Grow, Protect, and Transfer Wealth An Independent Money Management Firm With 25+ Years Of Portfolio Management Experience… An Independent
Overview
Strategies to Grow, Protect, and Transfer Wealth An Independent Money Management Firm With 25+ Years Of Portfolio Management Experience… An Independent
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Mountain View
Corporate office
Mountain View, San Francisco, Berlin, United States
Principals
Watt Dixon
Independent Financial Advisor
Frequently asked questions
Who runs investment decisions at Augusta Capital?
Watt Dixon, an independent financial advisor with over 25 years of experience, makes all investment decisions. He earned the C.M.T. designation in 2005 (per the firm).
What investment philosophy does Augusta Capital follow?
Dixon cites Warren Buffett's value-oriented approach as a guiding principle. His methodology blends technical analysis (via the CMT) with a focus on buying quality companies at fair prices (per the firm).
How does Augusta Capital handle client assets?
All client assets are held at Charles Schwab, and Augusta Capital does not take possession of client funds — standard for an independent RIA (per the firm).
What asset classes does Augusta Capital invest in?
The firm does not disclose specific asset class allocations. Focus is on portfolios for retirement plans, trusts, and estates, managed through a long-term value and technical approach (per the firm).
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