Philosophy

Our Investment Philosophy

We adopt a rigorous and disciplined investment management approach to ensure that your investment portfolio remains appropriate for your unique circumstances. Our tailored approach allows us to work closely with you to build a bespoke portfolio designed to achieve your objectives. We have access to a wide range of investments, including:

Direct Investments

  • Direct Equities (ASX 200)
  • Listed Fixed Interest investments

We take a long-term approach to portfolio management, compiling a diversified portfolio of investments that aims to meet your objectives despite market volatility.

Through our research process, we identify high quality investments across a range of asset classes and investment types. This is assisted through market leading research and analysis supplied by various research partners including Lonsec, Goldman Sachs, Morningstar and Bell Potter.

Managed Investments

  • Managed Funds
  • Exchange Traded Funds
  • Listed Investment Companies

We believe diversification is the key to portfolio management. We work to help you protect your portfolio from the risk of market volatility, so that your investment continues to grow over the long-term.

We do this by allocating assets strategically but flexibly, so that we can capitalise on opportunities as they arise, or guard against market risk.

Contact Us

You can contact Argent Wealth via the following methods:

Ground Floor,
104 The Parade
Norwood, SA 5067

General Enquiries

Give us a call