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.
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.
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.
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 2017):
ARGI Investment Services manages over $1.5 Billion in Investment Assets
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.
2110 High Wickham Place Louisville, KY 40245 502.753.0609
100 E-Business Way Suite 110 Cincinnati, OH 45241 513.842.1700
1048 Ashley Street Suite 301 Bowling Green, KY 42104 270.843.4115
5750 Castle Creek Parkway North Drive Suite 170 Indianapolis, IN 46250 877.634.9757
607 Cascade West Parkway Grand Rapids, MI 49546 844.476.2744
101 Merritt 7 Corporate Park Third Floor Norwalk, CT 06851 866.568.9719
1690 Ring Road Suite 110 Elizabethtown, KY 42701 866.568.9719
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.