Services
Individuals & Families
Businesses
Institutions
Our Services
As a leading independent wealth management firm, we deliver in-depth, personalized, unbiased service in a candid and common-sense manner. Our core service offering is professional trust management. Building from that core, Argent provides an array of related financial services.
individuals & families
Caring, Personalized Management
Expert advice backed by an experienced team and a wealth of resources.
We are committed to impartial, transparent fiduciary wealth management, and operate with an unwavering focus on keeping our clients’ best interests at the forefront of every action we take.
Ensuring your financial legacy and safeguarding your wealth is paramount for us.
Trusts & Estate Planning
With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.
Wealth Management
Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.
Investment Management
Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.
Special Needs Trusts
Argent provides SNT beneficiaries objective and appropriate investment services and administration to ensure that proper balance is achieved between eligibility for public assistance and quality of life.
Oil & Gas Management
Few mineral management companies can match Argent Mineral Management’s expertise in contract negotiation, oil & gas accounting, asset evaluation, and ongoing management.
Special Asset Services
Argent has unique expertise in the areas of 1031 Like-Kind Exchanges, Farm & Ranch Management and Oil & Gas Management.
businesses
Solution-oriented Services
Our approach is to first understand the source of your wealth to help guide us in recommending the best solutions for your business.
Our experienced advisors and investment managers take the time to understand your business and how you’ve operated to get to where you are today. We believe that once we get to know your unique circumstances, it will in turn influence the solutions and strategy that we implement with you.
ESOPs
Argent is a premier ESOP Trustee and can serve as a transaction trustee, ongoing or successor trustee, or special fiduciary for employee stock ownership plans across the United States.
Retirement Plan Consulting
Argent Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in fiduciary and investment advisory services for retirement plan sponsors.
Investment Management
Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.
Funeral & Cemetery Trusts
Argent’s dedicated funeral and cemetery trust group serves the deathcare industry across the United States with preneed, perpetual care, and merchandise trusts, as well as investment management.
Oil & Gas Management
Few mineral management companies can match Argent Mineral Management’s expertise in contract negotiation, oil & gas accounting, asset evaluation, and ongoing management.
Qualified Intermediary Services
Argent’s expert exchange professionals can help you sell one property and purchase a similar or “like-kind” property while deferring capital gains taxes.
INSTITUTIONS
Meeting Complex Needs
From a foundation of fiduciary-based asset management, we seek to serve our clients with a high level of care and performance.
Our mission is simple: We help our institutional clients first protect their assets and then maximize the opportunity for earnings from those assets. Our approach to accomplishing our mission is customized to each of our client’s unique needs. You will find our professionals to be knowledgeable of every aspect of your account and always available to assist.
Corporate Trusts
With over 30 years of experience and 330+ professionals, Argent has the administrative and investment expertise to help protect your business and support its growth.
Custody & Escrow Services
Argent’s institutional services team has more than 30 years of experience serving public funds, unions/Taft Hartley, financial institutions, corporations, healthcare providers, insurance companies, governments, non-profits and family offices.
Investment Management
Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.
Governmental Services
Argent Advisors, Inc. is a Registered Municipal Advisor that can assist governments in all their financial needs, from debt issuance to retirement planning.
Philanthropic Services
Argent provides a team approach to Foundation Investment Management through our Outsourced Chief Investment Officer (OCIO) solutions. Our experienced staff can also assist with myriad board governance issues.
Special Assets Administration
Argent has unique expertise in the areas of Oil & Gas Management and Timberland Management for large institutions and governmental bodies.