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