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 simplify our clients’ lives, find solutions, and create long lasting, trusted relationships. We like to say, “We are The Client Centric Advisor.”
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.