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:
Contact us at [email protected] to learn more about how we can help the organization you serve.
Manager of Investment Education and Communication
Director of Investments
Director of Investment Operations
Trading and Investment Associate
In-house Counsel & Financial Advisor
2201 High Wickham Place
Louisville, KY 40245
100 E-Business Way
Cincinnati, OH 45241
1048 Ashley Street
Bowling Green, KY 42103
5750 Castle Creek Parkway North Drive
Indianapolis, IN 46250
607 Cascade West Parkway
Grand Rapids, MI 49546
2901 Ring Rd
Elizabethtown, KY 42701
4730 Village Square Drive
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.