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Samuel Boldrick

Senior Vice President, Director of Fixed Income

University of the South

Sam is Director of Fixed Income for Argent Trust. A founding principal and managing director of The Trust Company, which merged into Argent in 2013, he also served as Chief Investment Officer for fifteen years as well as President of Presidio Financial Services, a broker dealer.

Having been in the investment business since 1983, Sam specializes in the management of high quality fixed income portfolios. As an adjunct to his work in fixed income, he is the founder and President of Presidio Advisors, Inc., an investment advisory company in San Antonio, Texas. In addition, he currently serves as general partner of the Presidio Short Term Tax Exempt and Presidio Short Term Bond Funds.

Sam has an undergraduate degree from the University of the South. He has held  numerous securities licenses including General Securities Principal and Financial and Operations Principal. Involved in a number of community organizations, Sam is currently a member of the Investment Committee of the KLRN Endowment.

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

Ruston

500 E Reynolds Dr., Ruston, LA 71270

(318) 251-5800

755 East Mulberry Suite 400, San Antonio, TX 78212

Provided Services

Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Post-FOMC Thoughts – June 12, 2024

Post-FOMC Thoughts – June 12, 2024

Leading up to Today’s Decision Markets reacted very positively to the May CPI numbers that came out this morning. On a month-over-month and year-over-year basis, for both Core and Headline CPI, each figure was below expectations and below the prior month’s data. Going...

Market Update-June 2024

Market Update-June 2024

  The Month At-A-Glance After falling 4% in April, U.S. equities rebounded with a gain of 5% in May All three major U.S. equity indexes—the Dow Jones, Nasdaq, and S&P 500—hit new all-time highs Positive returns were widespread across different asset classes—with...

The Morning View: June 12, 2024

The Morning View: June 12, 2024

 Announced this morning, the headline Consumer Price Index (CPI) was flat in May, less than expected and three tenths less than last month’s increase.  On an annualized basis it grew 3.3%, the same as the annualized figure from the previous month.  The core rate,...

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