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.
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
Retirement Services
- IRAs (Traditional, SEP, Simple, Roth)
- Educational Savings Plans (529/IRAs)
- 401(k) Planning
- 403(b) Planning
- Money Purchase Plans
- Profit Sharing Plans
Insurance Services
- Variable and Fixed Annuities
- Disability Insurance
- Long Term Care Insurance
Other Services
- Alternative Investments
- Risk Hedging
- Stock Options
- Trust Services
- Estate Planning