Our Investment Philosophy

Contact us for more information or give us a call at 502-753-0609.

ARGI’s Core Investment Philosophy is based on collaborative decision-making and experienced judgement. We strive to deliver consistent responsible management of client’s assets in a process-driven, rules-based, team structure.

ARGI Core Investments:

Center on the efficient market hypothesis.
Emphasize opportunities where better risk-adjusted returns may potentially be obtained through prudent capital allocation and patience.
Recognize risk management is of equal importance as investment selection.

Investment Committee

The ARGI Investment Committee is the primary decision-making body for all of our Investment Strategies. Decision-making is democratic in nature and driven by what we believe to be rational thought and in-depth research. The Investment Committee seeks to provide investment management with consistent performance, quality service, and value-added strategies across a range of investment disciplines and risk profiles.

ARGI’s Investment Committee meets regularly to evaluate research, review market conditions, and vote to implement decisions designed to potentially improve investment performance in-line with each strategies’ stated goals and objectives.

Dr. Bill Trainor, CFA®

Professor of Finance

Joe Tichenor, CFP®

Senior Financial Advisor

LinkedIn bio

Mike Waldridge, ChFC®

Senior Financial Advisor

LinkedIn bio

Clay Keeley

Manager of Investment Education and Communication

LinkedIn bio

Dan Cupkovic, CFP®

Director of Investments

LinkedIn bio

Matt Westfall, CFA®

Portfolio Manager

LinkedIn bio

Ron Butt, CFP®

Senior Financial Advisor

LinkedIn bio

Dr. Indu Chhachhi

Financial Advisor, Professor of Finance

Jan Peebles, IACCP®

Chief Compliance Officer

Derek Bonifer, CFA

Portfolio Manager

LinkedIn bio

Dr. Tal Schwartz

Investment Subcommittee Member

Investment Department

The Investment Department oversees research, trading, analytics, reconciliation and day-to-day operations for all investment strategies. The broad investment team is comprised of Portfolio Managers, Research Analysts and Traders.

We believe that our collaborative work environment is a key reason ARGI is able to attract and retain great employees, and that we are distinguished by the depth, continuity, and collaboration of our investment professionals. We think our talented, engaged, and committed team is a powerful competitive advantage.

Clay Keeley

Manager of Investment Education and Communication

LinkedIn bio

Dan Cupkovic, CFP®

Director of Investments

LinkedIn bio

Matt Westfall, CFA®

Portfolio Manager

LinkedIn bio

Ryan Burch

Trading and Investment Associate

Hunter Willis, CFP®

Trading and Investment Associate

LinkedIn bio

Brian Mattingly, MBA

Trading and Investment Associate

LinkedIn bio

Kevin Boddy

Investment Service Associate

LinkedIn bio

Derek Bonifer, CFA

Portfolio Manager

LinkedIn bio

Strategies

ARGI offers a wide range of investment strategies including globally diversified risk-based models, quantitative individual stock strategies to covered call writing and risk-mitigating portfolios.

Quick Stats (as of Q1 2018):