Institutional Investment Services

When you lead investment decision-making for a charity, endowment, foundation or municipal organization, it’s important to limit liability by working with a company that puts your best interests first. ARGI Institutional can offer you guidance on portfolio construction through asset allocation at reasonable costs. Our primary objective is for you to achieve your investment growth and income objectives, allowing your organization to focus on maximizing its value to your community.

We offer a broad scope of financial services to not-for-profits, endowments, foundations and municipalities. ARGI’s team of industry veterans offers a variety of services and experience in managing over $2.4 billion dollars across thousands of accounts. Our highly credentialed team includes CFAs, CFPs, and CPAs to lead your organization though any type of financial event.
Through ARGI’s affiliates, our tailored solutions for you can include:

  • Investment Policy Statement Creation and Adjustments
  • Tax Consultation and Loss Harvesting
  • Asset Allocation, Risk Management and Distribution Analyses
  • Cash Management
  • Market Outlooks and Updates
  • Board Member and Trustee Education

Contact us at [email protected] to learn more about how we can help the organization you serve.

Shane Hall | Financial Advisor

Shane Hall, CFP®

Financial Advisor

LinkedIn bio

Clay Keeley | Manager of Investment Education and Communication

Clay Keeley

Manager of Investment Education and Communication

LinkedIn bio

Dan Cupkovic | Director of Investments

Dan Cupkovic, CFP®

Director of Investments

LinkedIn bio

Matt Westfall | Director of Investment Operations

Matt Westfall, CFA®

Director of Investment Operations

LinkedIn bio

Ryan Burch | Portfolio Manager

Ryan Burch

Portfolio Manager

Matt Watkins | In-house Counsel & Financial Advisor

Matt Watkins, J.D., LL.M.

In-house Counsel & Financial Advisor

LinkedIn bio

Office Locations


2201 High Wickham Place
Louisville, KY 40245


100 E-Business Way
Suite 110
Cincinnati, OH 45241

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42103


5750 Castle Creek Parkway North Drive
Suite 170
Indianapolis, IN 46250

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546


2901 Ring Rd

Elizabethtown, KY 42701
SCA 270.769.6371



4730 Village Square Drive
Suite 100
Paducah, KY 42001


713 McDowell Blvd
Bardstown, KY 40004


3625 Cumberland Blvd., Suite 1485
Atlanta, GA 30339

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Portions of the content on this website were prepared by Marketing Library Inc.

Please note: When you link to any of the websites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third party technology, sites, information and programs made available through this site. By clicking on links above you will leave our website and assume total responsibility and risk for your use of the site you are linking to.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. View our privacy policy here.

Argi Gateway Login

Forgot your password?

Call 866-568-9719