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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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Market Update – August 2022

Market Update – August 2022

The Month At A Glance US stocks surged 9.2% in July—their best month since November 2020 US core bonds gained 2.4%, which was by far their best month in 2022 Inflation (CPI) in June registered a hotter-than-expected 9.1% US GDP was negative for the second straight...

The Morning View: August 5, 2022

The Morning View: August 5, 2022

Announced this morning, the economy added 528,000 jobs in July, much higher than expected and the previous month was also revised higher. The Education and Health Services industry remained strong, while the Motor Vehicles and Parts industry was weak. The Unemployment...

Retirement Times August 2022 Newsletter

Retirement Times August 2022 Newsletter

August 2022 This month's Retirement Times discusses the following: Keeping Retirees in Your Retirement Plan Helping Employees Pay Down Student Debt Revenue Sharing Decisions Participant Corner: Have You Done Your Homework On Retirement? Download the Retirement Times...

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