Advisors at this firm
Richard C
Series 63, Series 65, Series 66
New York, NY
Argus Investors' Counsel, Inc.
Richard Ciuba is a financial advisor with Argus Investors' Counsel, Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His background includes roles at H.D.Vest Investment Services, Argus Research Co, and Freedom Financial Advisors LLC. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutions such as investment companies, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a bottom-up stock selection process and a long-term, low-turnover approach for its Core Equity strategies, while also licensing model portfolios and offering specialized strategies that integrate research with rule-based and active management.
Kevin H
Series 63, Series 65
New York, NY
Argus Investors' Counsel, Inc.
Kevin Heal is a financial advisor at Argus Investors' Counsel, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sandler Capital Management and Triad Securities Corp. Heal is based in New York, NY. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutions. The firm emphasizes bottom-up stock selection and a long-term, low-turnover approach for its Core Equity strategies, while also offering specialized strategies and licensing model portfolios to other advisers and platform sponsors.
Donna P
Series 65
Stamford, CT
Argus Investors' Counsel, Inc.
Donna Palais is a financial advisor at Argus Investors' Counsel, Inc. with 29 years of industry experience. She holds a Series 65 designation and has been with Argus Investors' Counsel since 1994. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutions such as investment companies, pension and profit-sharing plans, and charitable organizations. The firm emphasizes bottom-up stock selection and a long-term, low-turnover approach in its Core Equity strategies, and it also offers specialized strategies and model portfolio licensing to other advisers and platform sponsors.
Taylor C
Series 65
New York, NY
Argus Investors' Counsel, Inc.
Taylor Conrad is a financial advisor at Argus Investors' Counsel, Inc. based in New York, NY, holding a Series 65 designation with three years of industry experience. His work history includes roles at Argus Research and Freedom Boat Club. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, focusing on bottom-up stock selection and a long-term, low-turnover approach. The firm also licenses model portfolios and offers consulting services to other investment advisers, distinguishing itself through integration with Argus Research and a diverse range of specialized investment strategies.
John E
Series 65
New York, NY
Argus Investors' Counsel, Inc.
John Eade is a Series 65-licensed financial advisor with six years of industry experience, currently serving at Argus Investors' Counsel, Inc. He has been associated with Argus Research Group since 1989. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions such as investment companies, pension plans, and charitable organizations. The firm’s investment approach emphasizes bottom-up stock selection and a long-term, low-turnover strategy for its Core Equity portfolios, and it also offers specialized strategies and model portfolio licensing to other advisers and platform sponsors.
