Email

LinkedIn

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.

READ MORE

Latest News & Resources

Insights

The Morning View: May 27, 2022

The Morning View: May 27, 2022

Announced this morning, Personal Income increased 0.4% in April, lower than expected, and Personal Spending increased 0.9% in April, more than expected and the previous month was revised three tenths higher to 1.4%. Real Personal Spending, which accounts for...

How To Determine If You Need A Will

How To Determine If You Need A Will

Originally published in Forbes on May 25, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 Most people are generally familiar with what is called a will, or more formally a “Last Will and Testament.” Most people...

Interested in speaking with

one of our experts?

Share This