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.

Our experienced investment managers take the time to get to know the source of your wealth 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 investment strategy that we implement with you. As an independent, fee-based investment manager, we do not sell proprietary products.  We only sell our professional advice and management. It’s how we stay unbiased when it comes to managing, protecting and growing your wealth.

At Argent, not only do we believe that our approach is key to transparency and earning your trust, it also keeps us agile. We strive to achieve a superior level of flexibility and innovation in our services.

Some of the services we offer are Equity Investment Management,  Taxable and Non-taxable Bond Management, Cash & Short-Term Bond Management, Mutual Fund and ETF Asset Allocation Strategies, and Alternative Investment Strategies.

“The idea that what works for one client won’t work for another is true. However, in today’s world, what works for one client might not work for them down the road. That’s why you have to be ready to change your approach as quickly as clients change their needs.”

Portfolio Management

We specialize in managing equity, fixed income and 401k ETF model portfolios.  We serve clients in the private, corporate and public sector.  Each client’s account is individually managed and structured to accommodate the client’s investment objective, income requirements and risk tolerance.

We believe discipline, consistency and patience should prevail in portfolio management.  The investment process is a complex one. We believe that by adhering to our methodology and by encouraging a team approach to idea generation, we can accomplish our goal of providing clients with consistent returns.  Our cohesive investment team averages more than 24 years of business industry experience.


Other Services

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