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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 | Professor of Finance

Dr. Bill Trainor, CFA®

Professor of Finance

Joe Tichenor | Senior Financial Advisor

Joe Tichenor, CFP®

Senior Financial Advisor

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Mike Waldridge | Senior Financial Advisor

Mike Waldridge, ChFC®

Senior 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 | Portfolio Manager

Matt Westfall, CFA®

Portfolio Manager

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Ron Butt | Senior Financial Advisor

Ron Butt, CFP®

Senior Financial Advisor

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Dr. Indu Chhachhi | Financial Advisor, Professor of Finance

Dr. Indu Chhachhi

Financial Advisor, Professor of Finance

Jan Peebles | Chief Compliance Officer

Jan Peebles, IACCP®

Chief Compliance Officer

Derek Bonifer | Portfolio Manager

Derek Bonifer, CFA

Portfolio Manager

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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

Clay Keeley

Manager of Investment Education and Communication

LinkedIn bio

Dan Cupkovic | Director of Investments

Dan Cupkovic, CFP®

Director of Investments

LinkedIn bio

Zachary Van Winkle | Trading and Investment Associate

Zachary Van Winkle

Trading and Investment Associate

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Matt Westfall | Portfolio Manager

Matt Westfall, CFA®

Portfolio Manager

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Ryan Burch | Trading and Investment Associate

Ryan Burch

Trading and Investment Associate

Hunter Willis | Trading and Investment Associate

Hunter Willis, CFP®

Trading and Investment Associate

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Mike Skura | Institutional Relationship Manager

Mike Skura

Institutional Relationship Manager

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Brian Mattingly | Trading and Investment Associate

Brian Mattingly, MBA

Trading and Investment Associate

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Kevin Boddy | Investment Service Associate

Kevin Boddy

Investment Service Associate

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Derek Bonifer | Portfolio Manager

Derek Bonifer, CFA

Portfolio Manager

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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):

  • ARGI Investment Services manages over $2 Billion AUM
  • Managed assets are across three major custodians (TD, Schwab, Fidelity)
  • Over 2,800 separately managed accounts utilize our strategies

Click on the buttons below to download a fact-sheet [PDF] on each Managed Portfolio.

BlackSwan Portfolio

Concentrated Stock Portfolio

Defensive Equity Portfolio

Dividend Select Portfolio

Dividend Select Qualified Portfolio

Muni Bond Sleeve

SmartCap Portfolio

Strategic Portfolio

Strike Zone Portfolio

Tactical Portfolio

Value Portfolio

Office Locations

Louisville

2110 High Wickham Place
Louisville, KY 40245
502.753.0609

Cincinnati

100 E-Business Way
Suite 110
Cincinnati, OH 45241
513.842.1700

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42104
270.843.4115

Indianapolis

5750 Castle Creek Parkway North Drive
Suite 170
Indianapolis, IN 46250
877.634.9757

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546
844.476.2744

Norwalk

101 Merritt 7 Corporate Park
Third Floor
Norwalk, CT 06851
866.568.9719

Elizabethtown

1690 Ring Road
Suite 110
Elizabethtown, KY 42701
866.568.9719

Lexington

176 Pasadena Drive
Suite 3B
Lexington, KY 40503
859.286.5085

The return and principal value of equities will fluctuate with changes in market conditions. When redeemed, shares may be worth more or less than their original cost. Investments seeking to achieve higher rates of return generally involve a higher degree of risk to the principal sum invested. Neither diversification nor rebalancing can ensure profit or protect against loss. The strategies mentioned may differ significantly from the securities held in the comparable benchmark of index. An index is unmanaged and is not available for direct investment. In general, the bond market is volatile, and fixed income securities carry interest rate, inflation, credit and default risks. Any fixed income security sold or redeemed prior to maturity may be subject to a gain or loss. ETFs will fluctuate with changes in market conditions. Since ETFs trade like stocks, they are subject to brokerage feeds and trading spreads. ETFs do not necessarily trade at the net asset values of their underlying holdings, meaning an ETF could potentially trade above or below the value of the underlying portfolio.

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.

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