ARGI’s core philosophy is to manage client portfolios adhering to established investment disciplines and balance the pursuit of return with the careful management of portfolio risk.
We offer an assortment of in-house ARGI Managed Portfolios using ETFs*(Exchange Traded Funds) for our Core Allocation Strategies and rules-based quantitative individual stock selection for our Premium Portfolio Strategies.
ARGI’s Investment Approach is accomplished by a seasoned and experienced Investment Committee that meets regularly.
Our strategies are based on consistent application of a disciplined, repeatable investment process. This process includes in-depth quantitative analysis as a primary basis for our investment decision making, along with time-tested principles of investing that emphasize risk management and the pursuit of long-term returns. Our capabilities encompass a broad range of equity, fixed, and, where appropriate, alternative strategies.
Asset allocation is at the core of determining an appropriate risk / return and asset allocation profile. Quantitative in nature, each global asset strategy starts with a target asset mix based on historical performance statistics, forward-looking simulations, and long-term projections. Each asset allocation mix is ranked by risk profiles ranging from 1–6. Profile one carries the lowest volatility, or risk, and six the highest.
All managed accounts are reviewed on either an annual, semi-annual or quarterly basis (depending on Core portfolio strategy) to determine what, if any, rebalancing should occur to maintain a risk profile in tolerance criteria for each asset class.
The Investment Committee regularly analyzes the portfolios with the effort of minimizing investment expenses. For example, Exchange Traded Funds (ETFs) are an integral part to all ARGI Core Asset Allocation Strategies and have low internal costs.