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
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Argent Wealth Management, LLC is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
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