Investment Management with Argent

By Argent Wealth Management, LLC on October 18, 2023

Our Investment Philosophy

At Argent, we believe the client comes first. All of our portfolios are custom built with a structure that we derive from getting to know our clients through a rigorous onboarding process. Our team follows a Large Endowment Approach where we combine traditional investments (ETFs, Mutual Funds, Stocks, Bonds) with Private Equity & Real Estate. We analyze markets from both a bottom up (stock picking) and top down (macro economic) perspective to form a complete picture of the investment environment. We follow consistent datasets to stay objective in our analysis.

Allocation Process

Asset Allocation

• Systematic, disciplined approach
• Actively managed global portfolios seeking returns consistent with return objectives and risk constraints
• Equity, Growth, Moderate, Moderate Plus, Conservative, Defensive & Tactical

Private Equity & Real Estate

• Mercer operational due diligence conducted on all investments
• Smaller fund sizes. Deploy faster, get cash back faster
• General Partners invest in their own fund

Stock Strategies

• Long-term approach to investing since 2012
• Themes implemented across various equity styles:
  • Value, Dividend, Growth, Long/Short
  • Specialized analyst for each style overseen by Argent’s CIO Matt Ristuccia, MBA, CFA
  • Themes capture long-term societal tailwinds

Mutual Funds & SMAs

• A dedicated analyst searches for and maintains buy list of equity and bond managers around the world
• Consistent process that aligns with performance outcomes
• Direct line to decision makers on the strategy. Experienced managers with significant assets in their own strategy
• Check on trends and performance weekly
• Research reports updated consistently. Bi-Annual calls with decision makers or as needed

Investment Team