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

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Clay Keeley | Manager of Investment Education and Communication

Clay Keeley

Manager of Investment Education and Communication

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Dan Cupkovic | Director of Investments

Dan Cupkovic, CFP®

Director of Investments

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Matt Westfall | Director of Investment Operations

Matt Westfall, CFA®

Director of Investment Operations

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Ryan Burch | Trading and Investment Associate

Ryan Burch

Trading and Investment Associate

Matt Watkins | In-house Counsel & Financial Advisor

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

In-house Counsel & Financial Advisor

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