Philanthropic Services

Building on our foundation of fiduciary-based services, Argent has a broad array of philanthropic services for large and small foundations. From our work with high net worth families seeking to perpetuate their giving to small and medium-sized foundations seeking governance and investment management solutions, we have the depth and breadth of experience to help with these challenges.

Argent provides a team approach to Foundation Investment Management through our Outsourced Chief Investment Officer (OCIO) solutions. Our experts work with development staff and board members to review the Investment Policy Statement and monitor for compliance. We assist in the establishment of accurate benchmarking to determine the prudent amount of risk for the desired outcome.

Our experienced staff can also assist with governance issues and help with onboarding new board members and continuing education. We seek to work with you to achieve the goals of benefiting your passion and community.

To learn more about our services and schedule a time to visit with an Argent professional, please contact us at [philanthropic@argentfinancial.com?]

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