At Argent, we proudly serve individuals, institutions, local governments, private and government pension funds, hospitals, endowments, and foundations. With our trusted advisors backed by our wealth of resources, we are able to offer a full line of corporate trust, custodial, investment management, and oil and gas (mineral) management services for local governments and institutional clients. We are also a Registered Municipal Advisor that can assist local governments in their debt issuance.
When you choose Argent, our advisors will sit down with you to discover what you need. You will find our staff to be knowledgeable of every aspect of your account, up-to-date on all operating procedures and, if you ever have a question or concern, we’re always available to assist.
We understand that you rely on the knowledge and experience of our advisors. It’s something that we take very seriously. For that reason, we work to earn your trust by staying current in all operating and technical procedures necessary to best serve you.
Our comprehensive suite of corporate trust services for institutional clients include:
- • Registered municipal advisor
- • Bond registrar and paying agent services
- • Escrow agent service for debt refunding
- • Indentured trustee services
- • Comprehensive GASB 75 Solutions
- • Foundation management
- • Outsourced Chief Investment Officer (OCIO) services
Continue reading below for information on our other services for institutional clients.
Argent currently provides Municipal Advisory, Paying Agent, or Registrar Services to over 100 issuers on over 350 issues totaling over $2 Billion.
Being in the business for over 35 years, we have expanded our services to local governments to include investment management of bond proceeds and surplus funds, indentured trusteeships, custody, and escrow agent. Having served the role of the Financial Advisor on bond proceeds for many years and with the passing of new federal regulations, we registered with the Securities and Exchange Commission and the Municipal Securities Rulemaking Board as a Municipal Advisor, and continue to advise local governments now including debt issuance.
Combining our expertise in retirement plans with fiduciary asset management, we also provide 401(b) and Other Pension Employee Benefits (OPEB) solutions.
Through our fiduciary heritage, we seek to serve our clients with a high level of care and performance.
Building on our foundation of fiduciary service, Argent has established a broad array of philanthropic services for large and small foundations. From our work with high net worth families seeking to perpetuate their giving to small and medium-sized foundations seeking governance and investment management solutions, we have the depth and breadth of experience to help with these challenges.
Argent provides a team approach to Foundation Investment Management through its Outsourced Chief Investment Officer (OCIO) solutions. Our experts work with development staff and board members to review the Investment Policy Statement and monitor for compliance. We assist in the establishment of accurate benchmarking to determine the prudent amount of risk for the desired outcome.
Our experienced staff can also assist with governance issues and help with onboarding new board members and continuing education. We seek to work with you to achieve the goals of benefiting your passion and community.
Pension Consulting Services
Oil & Gas (Mineral) Management
When entering into any oil and gas exploration or production contracts, local governments are typiacally subject to the rules and regulations set forth by some form of State Mineral Board. Relying on Argent’s decades of experience in the oil and gas industry and extensive experience working with State Mineral Boards save large landowners both time and money.
Mineral Inventory: A complete and accurate inventory of property and mineral interests is essential for large landowners to manage their interests properly. Argent develops a comprehensive inventory of mineral interests along with detailed reports that include production status and production history, which greatly aid in the management of property.
Specialized Accounting: Argent uses a state-of-the-art accounting and audit system that verifies interest decimals and conducts monthly payor audits to ensure timely and accurate payment. Argent also provides specialized 1099 verification and summary reports that greatly simplify tax reporting and preparation.
Division Order Analysis: Companies that distribute revenue to royalty owners issue division orders prior to payment. Argent analyzes and verifies all division orders to ensure accurate payment for our clients.