BY: SAIYIDA GARDEZI Associate Portfolio Manager, Heritage Trust (405) 608-8638 sgardezi@heritagetrust.com It’s no exaggeration for me to say that studying for my Chartered Financial Analyst (CFA) exams has been one of…
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Everything We Do Starts With You.
At Argent, we bring an unbiased approach to protecting, managing and growing your wealth. With a wide array of fiduciary-based services and resources, our advisors are ready to sit down for a conversation to see how they can help you reach your goals.
Trust
Providing for the long-term financial needs of your family or organization means paying careful attention to your investments now and creating an investment management plan that survives you. At Argent Trust, we work with you to design and administer a plan to take care of your interests for many years to come.
Investment Management
Argent provides a broad range of investment advisory services to guide you in decisions related to estate planning, wealth management, retirement and more.
Oil & Gas
If oil and gas resources are present on a property, the land/mineral owner has a range of opportunities to generate wealth from exploration and development activities. While others are available to assist you with certain aspects of mineral (oil and gas) management, few can provide Argent’s expertise and comprehensive range of oil and gas services.
Timberland Management
Timberland can provide investors with competitive returns and capital preservation in a sustainable real asset. Argent Timberland Group is an investment management firm which assists clients in achieving this goal.
Retirement Strategies
Argent is a trusted and proven provider of retirement products for a wide array of companies. Once we understand your needs, we provide a comprehensive retirement strategy that will work best for you and your employees.
Institutional
At Argent, we proudly serve individuals, institutions, private and government pension funds, hospitals, endowments and foundations. We are able to offer a full line of corporate trust, custodial, investment management, and oil and gas management services for political subdivisions and institutional clients.
Family Office
With Argent’s wide array of financial services, our expert advisors are committed to serving specific needs of single and multi-family offices. We offer services such as trust administration, mineral and property management, investment management and custody services.
ESOP
Our dedicated ESOP team at Argent has over 100 years of combined experience. We have an unparalleled knowledge of corporate governance, deal structures, ESOP design, fiduciary issues, finance, law, and valuation. A dedicated trustee presence is found in the several different ESOP services.
WHO WE ARE
Argent has deep roots throughout the South—which we trace back to 1930—and a legacy of corporate growth driven by the desire to provide our clients with exceptional service. Today, in our 29 offices located across 12 southern states, Argent employs over 270 professionals with responsibility for $19 billion in client assets and 2 million mineral acres. We continue to be a company that is privately owned by our staff, clients, and avid supporters, all committed to serving our clients excellently, just as we began.
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