Argent’s Funeral & Cemetery Trust Services
The following services are all customizable to fit the specific circumstances of each business we serve:
• Preneed Trusts
• Perpetual Care Trusts
• Merchandise Trusts
• Pre-construction Trusts
• Investment Management
Investment Management Services
Argent’s clients enjoy the advantage of having an investment professional dedicated to their specific accounts and investment needs. Based on and guided by each state’s specific statutory guidelines, we use a combination of proprietary (individual) equity and fixed income strategies, mutual funds, ETFs and alternatives and combine both active and passive styles.
Argent also provides performance reporting, investment monitoring and due diligence and a robust third-party manager platform.
Where to Start
Transferring your trust accounts to Argent Trust is simple and streamlined. Our team will perform a comprehensive review of your existing trust documents and update them, if needed. We will then draft the necessary trust transfer documents and secure any required regulatory approvals. From the initial transfer to daily trust management, we are committed to providing you exceptional trust services.
To begin, contact Jim Breaux, Senior Vice President, Institutional Services at (504) 291-8840.