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