Argent Trust Co.
Argent Trust Company is a division of Argent Financial Group, a leading independent trust-based wealth management firm headquartered in Ruston, Louisiana, with significant operations in San Antonio, Texas. Founded originally as The Trust Company in 1997, the firm became part of Argent in 2013, further expanding its reach across the Southern U.S. Argent Trust Company provides trust administration, investment management, fiduciary and estate services, retirement plans, oil and gas asset management, and philanthropic support to individuals, families, institutions, and businesses. As of 2018, the San Antonio office had 15 employees, with Argent Financial Group overall employing several hundred across 28 offices in 12 states. The company's philosophy centers around unbiased, client-focused, fee-only service without proprietary product conflicts.
Investment Strategy
Argent Trust Company employs a client-centric, fee-based approach to fiduciary management, focusing on unbiased and personalized financial advice tailored to clients' goals. Their core service offerings include professional trust administration, wealth and investment management, institutional custody, retirement plan services, and mineral rights management. Investment decisions are guided by in-depth understanding of clients' needs, striving to preserve and grow assets via diversified portfolios and prudent strategic allocations. The firm values long-term relationships built on trust, transparency, and avoiding proprietary product sales, ensuring recommendations align with the best interests of clients.
Top Holdings
Equity Positions (674)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.09% | $134.9M | 271,253 | $133.48 | $497.41 | +$33.6M |
A AAPL | APPLE INC | 4.45% | $117.8M | 574,166 | $61.29 | $205.17 | -$10.6M |
J JPM | JPMORGAN CHASE & CO | 3.16% | $83.6M | 288,532 | $109.94 | $289.91 | +$12.9M |
A AMZN | AMAZON COM INC | 2.00% | $53.0M | 241,542 | $118.34 | $219.39 | +$8.5M |
G GOOGL | ALPHABET INC | 1.76% | $46.7M | 264,905 | $63.67 | $176.23 | +$5.4M |