Consulting Services

As a client, whether individual or institutional, you have unique investment needs, including your own risk tolerance, expectations, and time horizon. Argentum works through a consultative approach to create a portfolio for your specific needs.

In today’s complex financial landscape, there exists an ever more diverse set of asset classes. Just as in the past, investors can choose from traditional stocks, bonds, and mutual fund offerings. However, added complexity comes from “alternative investments,” the newly emerging, more esoteric asset class that includes private equity, hedge funds, and venture capital fund of funds. Additionally, many of our clients have substantial real estate portfolios ranging from raw, undeveloped land to residential and commercial buildings.

As consultants, we focus on optimizing a client’s returns by factoring in all of these diverse asset classes and constructing a portfolio that maximizes performance while operating within the unique investing parameters of the client.Factors such as tax implications, risk tolerance, portfolio overlap and purity of style, cash flow needs, legal or regulatory issues, and time horizon are all taken into consideration. Argentum has the experience and investing expertise to guide you in developing a customized, comprehensive plan based on your specific situation.

* Under ‘Company Overview’ see ‘Our Clients’ section: ‘Institutions’