• Argent Wealth Management takes a large endowment approach to investment management. Over the years, many large endowments have used a wide set of investment vehicles (i.e. private equity, hedge funds) to realize significantly better investment performance — with less risk — than individual investors. We add alternative investments to augment risk-adjusted returns over typical 60/40 stock/bond portfolios.

    Given that at least 90% of return comes from asset allocation, it is most important to get this element right. Portfolios with both traditional investments (stocks and bonds) and alternative investments (private equity, real estate, hedge funds) have had better long-term returns with less risk than those with traditional investments only.

    For over a quarter of a century, Argent Wealth Management has developed proven expertise in both traditional and alternative investments. As a result, we can help you achieve your goals with less risk than is possible with a traditional stock-and-bond portfolio.

    Contact us to speak with an Argent Wealth Management Financial Advisor.  Our team is here to offer you investment expertise.

  • Argent Wealth Management - Jerome Jacobs


     "Argent Wealth Management has developed proven investment expertise in both traditional and alternative investments."

    Jerry Jacobs
    Chief Investment Officer