Wealth Management
iArgento provides wealth management services for clients at two different levels:
Financial Planning
We make you the focus in the financial planning process. We understand your need for a trusted advisor to help you achieve your financial goals. A good financial plan is constantly refined to change with you as the market and your goals change. Financial success is not a miracle, but a step-by-step process. We are committed to working with you every step of the way. We help you assess your risk profile and have a range of investment opportunities to help you build a strong, diversified portfolio. We also partner with industry leading professionals who offer services like tax planning and next-generation wealth transfer.
Alternative Investment Management Platforms
Alternative Investments are found outside outside the traditional stock and bond markets. They are a great way to diversify your investment portfolio and protect against market volatility. The Covid-19 pandemic exacerbated inflationary concerns and demonstrated the vulnerability of the existing supply chain, proving that investing outside the capital markets is necessary.
iArgento offers two major alternative investment management platforms in the form of hedge funds established as limited partnerships.
The funds are conservative and consist of tradeable and non-tradable assets.