Founded in April 2007, ARGOS is a research-forward Investment Consulting Firm focused on delivering market leading risk-adjusted, after-fee, after-tax performance.

About

Performance can only be enduring if measured against the risks associated with the choices we make.

And while the choices we make for each client are deeply bespoke, we remain steadfast in managing risk first and letting performance follow. Every decision we make for our clients is rooted in risk management. Our mandate is to minimize the downside of our clients’ portfolios, while capturing the best optionality on the upside.

$1.6B
Assets Under
Advisership
$20M
Average
Client Portfolio
5:1
Ratio of Clients
to Employee
95%
Client retention
since inception
1
All Argos clients and its
employees share in
the same fee schedule

The Argos
Difference

Our value, in addition to improving investment results and reducing overall portfolio risk, lies in freeing up our clients’ time to pursue their other interests. We will apply structure, discipline, and attention to detail to portfolio investments, so our clients can fully dedicate themselves to their pursuits.

A client-centric firm

Thought Leadership

Research-driven

Risk-focused

Complete Alignment

Outsourced CIO Model

Risk
Management

Effective risk management has to be equally considered in all three areas of portfolio construction: the plan, the implementation, and the on-going maintenance.

Planning

When planning, we recognize that the challenges faced by our clients do not lend themselves to common solutions. We craft custom portfolios addressing the distinct requirements of each client.

Implementation

The implementation phase of constructing clients’ portfolios is primarily focused on curating the best risk-adjusted mix of instruments and managers to deliver on the long-term goals of each client.

Maintenance

The on-going maintenance is the most nuanced and delicate phase of effective portfolio risk management. This is where even the most experienced investors fall prey to chasing performance or under/over-tinkering with portfolios.

We closely monitor markets and managers and continuously ask ourselves: irrespective of performance or market conditions, are the managers staying true to their mandate and making good decisions?

Investment
Process

Bottom-up Strategic Allocation

Our investment process is designed to reduce the impact of market volatility and enhance risk-adjusted returns over the long term. Our structured and disciplined approach provides a framework for making investment decisions in all market conditions:

  • Cyclical
  • A-cyclical
  • Counter-cyclical

Manager Selection

The overwhelming majority of managed portfolios are hardly managed; the proliferation of ETFs and other passive instruments has dangerously decoupled market pricing from intrinsic value of risk assets.

That is why, now more than ever, we are single-mindedly focused on finding high-performing, top-of-class, independent managers who truly manage risk and are not “pseudo indexers.”

Portfolio Optimization

In our portfolio construction, we utilize optimal manager account types, taking into consideration control, customization, fees and liquidity.

We then take a proactive approach to portfolio maintenance, with a disciplined rebalancing of asset allocation back to the target and utilization of tax-loss harvesting opportunities to both improve after-tax return and reduce portfolio risk.

Services

Our comprehensive investment management program covers public markets, alternative assets, private placements, and real assets.

Additionally, leveraging long-standing industry relationships, we created a family office-caliber platform of wide-ranging corollary services.

  • Investment Management
  • Asset Advisory
  • Family Wealth Stewardship
  • Special Financing Service
  • Estate Planning
  • Custody and Reporting
  • Liquidity Management
  • Intelligence and Global Security Services

Team

MICHAEL H. RUSSO

Founder, advisor

Bradford J. Yamada, CFA

Partner, analyst

Ryan W. Mason

Partner

Yuval Shenkar

Advisor

Christopher C. Leary, CPA, CFP®

Advisor

Daniel J. Hayes

Advisor

Timothy E. Molloy

Advisor

Niel Armstrong

Chief compliance officer

Myong Han, CAIA

Analyst

Joel C. Perry

Operations Manager