Services

Our Services

As a leading independent wealth management firm, we deliver in-depth, personalized, unbiased service in a candid and common-sense manner. Our core service offering is professional trust management. Building from that core, Argent provides an array of related financial services.

individuals & families

Caring, Personalized Management

Expert advice backed by an experienced team and a wealth of resources.

We are committed to impartial, transparent fiduciary wealth management, and operate with an unwavering focus on keeping our clients’ best interests at the forefront of every action we take.

Ensuring your financial legacy and safeguarding your wealth is paramount for us.

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

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Wealth Management

Wealth Management

Argent can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals.

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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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Special Needs Trusts

Special Needs Trusts

Argent provides SNT beneficiaries objective and appropriate investment services and administration to ensure that proper balance is achieved between eligibility for public assistance and quality of life.

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Oil & Gas Management

Oil & Gas Management

Few mineral management companies can match Argent Mineral Management’s expertise in contract negotiation, oil & gas accounting, asset evaluation, and ongoing management.

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businesses

Solution-oriented Services

Our approach is to first understand the source of your wealth to help guide us in recommending the best solutions for your business. 

Our experienced advisors and investment managers take the time to understand your business and how you’ve operated to get to where you are today. We believe that once we get to know your unique circumstances, it will in turn influence the solutions and strategy that we implement with you.

ESOPs

ESOPs

Argent is a premier ESOP Trustee and can serve as a transaction trustee, ongoing or successor trustee, or special fiduciary for employee stock ownership plans across the United States.

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Retirement Plan Consulting

Retirement Plan Consulting

Argent Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in fiduciary and investment advisory services for retirement plan sponsors.

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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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Funeral & Cemetery Trusts

Funeral & Cemetery Trusts

Argent’s dedicated funeral and cemetery trust group serves the deathcare industry across the United States with preneed, perpetual care, and merchandise trusts, as well as investment management.

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Oil & Gas Management

Oil & Gas Management

Few mineral management companies can match Argent Mineral Management’s expertise in contract negotiation, oil & gas accounting, asset evaluation, and ongoing management.

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Qualified Intermediary Services

Qualified Intermediary Services

Argent’s expert exchange professionals can help you sell one property and purchase a similar or “like-kind” property while deferring capital gains taxes.

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INSTITUTIONS

Meeting Complex Needs

From a foundation of fiduciary-based asset management, we seek to serve our clients with a high level of care and performance.

Our mission is simple: We help our institutional clients first protect their assets and then maximize the opportunity for earnings from those assets. Our approach to accomplishing our mission is customized to each of our client’s unique needs. You will find our professionals to be knowledgeable of every aspect of your account and always available to assist.

Corporate Trusts

Corporate Trusts

With 30 years of experience and 300 professionals, Argent has the administrative and investment expertise to help protect your business and support its growth.

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Custody & Escrow Services

Custody & Escrow Services

Argent’s institutional services team has 30 years of experience serving public funds, unions/Taft Hartley, financial institutions, corporations, healthcare providers, insurance companies, governments, non-profits and family offices.

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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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Governmental Services

Governmental Services

Argent Advisors, Inc. is a Registered Municipal Advisor that can assist governments in all their financial needs, from debt issuance to retirement planning.

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Philanthropic Services

Philanthropic Services

Argent provides a team approach to Foundation Investment Management through our Outsourced Chief Investment Officer (OCIO) solutions. Our experienced staff can also assist with myriad board governance issues.

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