ARGOSY INVESTORS

Overview

Argosy Investors operates as a small, individual-owned LLC focused on fee-based advisory services. The firm provides financial planning, portfolio management for individuals, small businesses and institutional clients, and publishes periodicals or newsletters as part of its client communications. It charges fees as a percentage of assets under management and reports all of its assets as discretionary. Reported attributes show a conservative, liquidity-oriented stance: the single largest asset class on the books is cash and cash equivalents, and the firm is not an active ESG investor. Argosy Investors does not identify as a multistate adviser, and it does not act as a capital allocator in the sense of running separate pooled investment vehicles; instead it deploys third-party managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices