Just like you need a plan for reaching your financial and life goals, you should have a process in place for handling your investments.
When we first begin working with a new investment client, our primary goal is to understand your investment goals, time horizon and tolerance for risk.
Align Your Goals and Strategy
Understanding your investment goals, time horizon and risk tolerance, we’ll then help you to structure an investment strategy that appropriately allocates your investments across the various asset classes to achieve a well-balanced, diversified plan.
The exact mix of your personal portfolio will depend on your goals, timeline and risk tolerance. But your investment strategy isn’t something that we’ll create and then put away on a shelf. We’ll regularly review your portfolio performance on an ongoing basis, seeking to maximize every opportunity to achieve your investment goals.
At its core, Argent Advisors, Inc. specializes in asset allocation. We construct investment models to match global asset allocation themes with customer investment objectives and goals. These models are constantly evaluated and managed to position assets according to the risk profile and investment objectives communicated by the client. This involves a moderate amount of repositioning.
We remain available to personally sit down with you to reevaluate your goals, review your portfolio performance and discuss any necessary changes to your investment strategy.
Download One of Our Free Guides
The Key to Discovering, Designing, and Deploying Your Real Life Financial Plan
This free 18-page digital guide will give you step-by-step instructions on how to develop a life-long personal financial plan to give you the freedom to achieve your goals.
You Can Be Debt Free!
What if we could show you how to get out of debt in nine years or less, including your mortgage?
How to Build an Investment Strategy
Like every good plan, there is a process involved in developing your investment strategy.
Are You Ready to Get Started?
Schedule a complimentary “Goals and Needs” session with us to learn how financial planning can change your life for the better.