200 Fifth Ave. 7th Floor Waltham, MA 02451 (781) 290-4900

argent global value equity separate icon

Separate account

Holdings held directly
in your account

argent global value equity hourglass icon


argent global asset allocation diverse portfolio

opportunity set


  • Healthcare and Industrial Innovation: Robotics, Automation, Devices

  • Real Assets and Asset Management: Real Estate, Infrastructure

  • Environmental, Social, Governance (ESG): Water, Renewable Energy. Avoid authoritarian governments

  • Activist Situations: Making positive operations and
    ESG changes.

Process Notes

  • Proprietary upside and downside quantitative model to understand risk/reward

  • Value approach: own stocks with low valuation relative to potential

  • Global opportunity set

  • 100% liquid separate account structure


Learn more information about our investment strategy.

Contact Us

Argent Wealth Management, LLC
200 Fifth Ave. 7th Floor
Waltham, MA 02451
(781) 290-4900

9045 Strada Stell Court
Suite 101
Naples, FL 34109

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