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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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Latest News & Resources

Insights

The Morning View: May 26, 2023

The Morning View: May 26, 2023

Announced this morning, Personal Income grew 0.4% in April, as expected. Personal Spending grew 0.8% in April, much higher than expected and a strong rebound from the previous month. Real Personal Spending which accounts for inflation increased 0.5% in April, also...

Market Perspectives- May 2023

Market Perspectives- May 2023

Expectations Reset •  The FOMC (Federal Open Market Committee) raised rates, potentially for the last time, to a Fed Funds range of 5-5.25%, the highest since September 2007. • Inflation levels are falling, with April’s Headline CPI dropping to 4.9% from the June 2022...

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