Investments
All Argentum portfolios are customized for each investor and investment entity. We employ an "open architecture" platform, where managers are selected on a "best of class" basis and where the only decision criteria are performance and "fit" within the overall portfolio. We believe in diversification and long-term investment planning. We use disciplined asset allocation investment strategies and sophisticated optimization in an attempt to create portfolios that consistently deliver the highest possible after-tax, after-fee returns for a given level of risk. When and where appropriate, we employ alternative investment strategies (private equity, hedge funds, venture capital fund of funds, etc.) in an attempt to improve the risk/return characteristics of our portfolios. Where appropriate, we actively employ tax-advantaged investments and tax management strategies.
At Argentum, we provide assistance for our clients in the following areas through our partnership with Triad Advisors LLC., a registered Broker/Dealer, and member FINRA and SIPC.
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Traditional Brokerage Services
· Equity and Fixed Income Securities
· Mutual Funds
· Money Market Funds
· Certificates of Deposit
· Institutionally Managed Accounts
· Municipal Bonds
· Exchange Traded Funds (ETFs)
· REITs
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Retirement Services
· IRAs (Traditional, SEP, Simple, Roth)
· Educational Savings Plans (529/IRAs)
· 401(k) Planning
· 403(b) Planning
· Money Purchase Plans
· Profit Sharing Plans
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Insurance Services
· Variable and Fixed Annuities
· Disability Insurance
· Long Term Care Insurance
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Other Services
· Alternative Investments
· Risk Hedging
· Stock Options
· Trust Services
· Estate Planning
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