A complete list of active advisors currently associated with Argon Advisors
Warmer can help you find a great advisor at Argon Advisors or one who fits your needs even better.
The firm provides investment management and financial planning services to high-net-worth individuals, developing personalized investment policies and asset allocation targets through ongoing client discussions. It operates as a fee-only adviser and also offers educational seminars and speaking engagements for groups on financial topics. The investment approach emphasizes asset allocation and the use of mutual funds and ETFs, with manager and fund analysis to limit overlap and monitor mandates; the firm routinely uses passive strategies alongside other implementations as appropriate. Portfolios may be managed on a discretionary or non-discretionary basis, are tailored to client risk tolerance and restrictions, and financial planning is included for investment management clients without an additional charge. Noteworthy for its peer group, the firm offers fee-based educational seminars and speaking engagements (virtual or in-person) that are explicitly educational and do not provide individualized investment advice to attendees, with topics and travel arrangements determined with the client. The adviser is newly formed, operates with a single principal who holds a CPA credential, currently reports no assets under management, and requires clients to establish accounts with a designated institutional custodian for trade execution and custody.
To learn more about the advisors currently working at Argon Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 2
|
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