At Argent, behind every business decision is a single core belief: Do what’s best for our clients. From continual training of our team on the latest estate and tax strategies and implementing state of the art investment research technology to discovering better ways to improve client service, it’s all about our clients. We strive to simplify our clients’ lives, find solutions, and create long lasting, trusted relationships. We like to say, “We are The Client Centric Advisor.”
This is the Argent difference. Our clients benefit from a breadth and depth of knowledge in investment management and in financial, retirement, estate, and tax planning.
Our Value Proposition is to deliver integrated wealth management services efficiently to our clients through our in-house team of talented professionals.
Comprehensive wealth planning begins with relationship building, and there is nothing more crucial in a relationship than trust. It is the foundation of our long-term relationships with clients — relationships which often continue into the next generation(s).
We take 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.