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RIA / High Net Worth

Investment Strategies

Strategies for Registered Investment Advisors and High Net Worth Individuals

Large Cap  A large cap strategy that invests in companies with superior earnings growth and selling at attractive valuations.

Dividend Select  A more conservative, dividend-focused approach for investors. This strategy is designed to be a “sleep at night” portfolio to help investors build wealth and keep it.

Mid Cap  A mid cap strategy using a blend of quantitative and fundamental research.

Small Cap  A small cap strategy that looks to uncover improving fundamentals at companies that exhibit above-average growth prospects.

 

Argent was founded on the premise that high net worth clients deserve access to institutional caliber investment capabilities and institutional clients deserve high-touch client service.

Our services for Registered Investment Advisors and High Net Worth individuals include the following:

Transparent Communications

  • Monthly trade communications
  • Monthly market overviews
  • Weekly Investor emails
  • Customized client reporting
  • Experienced team members readily available to discuss our strategies and meet with clients

Tax Efficiency

  • Ability to reposition portfolios over time considering gain tolerances
  • Recommendations for gifting appreciated stock
  • Tax loss harvesting services
  • Consistent focus on minimizing trades and tax consequences

Customization

  • Ability to manage customized portfolios considering stock restrictions and client preferences

Dedicated service team with 37 years of combined experience

  • Proactive daily review of all account activity
  • Timely response with same day solutions
  • Flexible and detailed approach to partnership

 

Who is Argent Capital?

We are driven by one goal at Argent Capital—building wealth for our clients over the long term. Helping investors realize their investment goals inspires us now as much as it did 20 …

 

 

 

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Get to Know the Argent Team

We have an experienced and dedicated team with a variety of areas of expertise. We all work with the same goal in mind—create the best possible experience for our clients.

 

 

 

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Start Your Career with Argent Capital

Argent Capital is an organization that believes our company is only as great as our people. Our employees value our culture, which emphasizes hard work, but also fun.

 

 

 

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