800.375.4646 LOGIN . WHO WE ARE SERVICES OUR TEAM INSIGHTS NEWS CONTACT US Services INDIVIDUALS & FAMILIES BUSINESSES INSTITUTIONS Our Services As a leading independent wealth management ﬁrm, we deliver in-depth, personalized, unbiased service in a candid and common-sense manner. Our core service oﬀering is professional trust management. Building from that core, Argent provides an array of related ﬁnancial services. INDIVIDUALS & FAMILIES Caring, Personalized Management Expert advice backed by an experienced team and a wealth of resources. We are committed to impartial, transparent fiduciary wealth management, and operate with an unwavering focus on keeping our clients’ best interests at the forefront of every action we take. Ensuring your financial legacy and safeguarding your wealth is paramount for us. Trusts & Estate Planning With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family. READ MORE Special Needs Trusts Argent provides SNT beneficiaries objective and appropriate investment services and administration to ensure that proper balance is achieved between eligibility for public assistance and quality of life. READ MORE Wealth Management Our expert advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs. READ MORE Oil & Gas Management Few mineral management companies can match Argent Mineral Management’s expertise in contract negotiation, oil & gas accounting, asset evaluation, and ongoing management. READ MORE Investment Management Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy. READ MORE Special Asset Services Argent has unique expertise in the areas of 1031 Like-Kind Exchanges, Farm & Ranch Management and Oil & Gas Management. READ MORE BUSINESSES Solution-oriented Services Our approach is to first understand the source of your wealth to help guide us in recommending the best solutions for your business. Our experienced advisors and investment managers take the time to understand your business and how you’ve operated to get to where you are today. We believe that once we get to know your unique circumstances, it will in turn influence the solutions and strategy that we implement with you. ESOPs Argent is a premier ESOP Trustee and can serve as a transaction trustee, ongoing or successor trustee, or special fiduciary for employee stock ownership plans across the United States. READ MORE Funeral & Cemetery Trusts Argent’s dedicated funeral and cemetery trust group serves the deathcare industry across the United States with preneed, perpetual care, and merchandise trusts, as well as investment management. READ MORE Retirement Plan Consulting Argent Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in ﬁduciary and investment advisory services for retirement plan sponsors. READ MORE Oil & Gas Management Few mineral management companies can match Argent Mineral Management’s expertise in contract negotiation, oil & gas accounting, asset evaluation, and ongoing management. READ MORE Investment Management Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy. READ MORE Qualified Intermediary Services Argent’s expert exchange professionals can help you sell one property and purchase a similar or “like-kind” property while deferring capital gains taxes. READ MORE INSTITUTIONS Meeting Complex Needs From a foundation of fiduciary-based asset management, we seek to serve our clients with a high level of care and performance. Our mission is simple: We help our institutional clients first protect their assets and then maximize the opportunity for earnings from those assets. Our approach to accomplishing our mission is customized to each of our client’s unique needs. You will find our professionals to be knowledgeable of every aspect of your account and always available to assist. Corporate Trusts With 30 years of experience and 300 professionals, Argent has the administrative and investment expertise to help protect your business and support its growth. READ MORE Governmental Services Argent Advisors, Inc. is a Registered Municipal Advisor that can assist governments in all their financial needs, from debt issuance to retirement planning. READ MORE Custody & Escrow Services Argent’s institutional services team has 30 years of experience serving public funds, unions/Taft Hartley, financial institutions, corporations, healthcare providers, insurance companies, governments, non-profits and family offices. READ MORE Philanthropic Services Argent provides a team approach to Foundation Investment Management through our Outsourced Chief Investment Officer (OCIO) solutions. Our experienced staff can also assist with myriad board governance issues. READ MORE Investment Management Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy. READ MORE Special Assets Administration Argent has unique expertise in the areas of Oil & Gas Management and Timberland Management for large institutions and governmental bodies. READ MORE Interested in speaking with one of our experts? GET IN TOUCH SERVICES FOR Individuals & Families Businesses Institutions LOCATIONS CAREERS LINKS Disclosures Annual Tax Disclosures Privacy Policies Identity Theft USA Patriot Act Notice Site Map © 2020 Argent Financial I All rights reserved I Disclaimer I Privacy Policy