Investment Products
Argosy’s open architecture allows us to have access to a coveted array of investment products. This strengthens your power of choice and nurtures the direct customization approach to building your portfolio. There are investment products to fit every risk ranking, time horizon, and investment objective which will support your overall investment strategy.
Investment Strategy
Your investment strategy is the roadmap to building your portfolio. It is important to quantifiably figure out what you are seeking to accomplish, then your Argosy Advisor can design an investment program that fits your particular investment profile and money personality.
Our investment building strategy includes a selection from a broad range of product choices, expert advice, as well as core and trading portfolio.
Elevate your personal investment program into something more with an Argosy Advisor by your side.
Measurement
The best way to measure your investment success is not by whether you’re beating the market, but by whether you have an investment plan in place coupled with a behavioural discipline that will get you where you want to go.
Product Suite
Argosy has access to a broad range of products including stocks, options, bonds, ETFs, mutual funds, managed portfolio solutions, and fee-based programs and alternatives like private equity, real estate, and infrastructure investment.
Registered and Non-Registered Accounts
The choice is yours, but whichever you choose will depend on your long-term financial goals. There are a variety of account choices so talk to or Argosy Advisor to evaluate what is the best course of action.
New Issues (IPO)
Access to new issue via initial public offering (IPO) is getting involved in newer and innovative companies going public. Talk to one of our Argosy Advisors about any current IPOs and get updated on upcoming IPOs in the pipeline,. This way you will never miss out on the next big thing.
Stock Recommendations
Argosy Advisors rely on extensive third-party resources along with fundamental and technical analysis to position our clients' trading portfolio to where the metrics indicate. We are guided by research and analysis.
Alternatives
Including but not limited to private equity, real estate, and infrastructure investment. By adding alternatives to your investment mix, you end up with a much more diversified and broad opportunity set, which can help you better achieve your investment objective for the long term.
Quality Products
Our firm’s boutique style allows our advisor the ability to be more selective in product offerings, ensuring they are the best option for you.
Performance
For your money to grow, your investments need to perform. Argosy Advisors see and know the benefits when it comes to the potential to have more and target investment options that perform at a high level.
Sound Advice
A strong relationship begins with a strong foundation. Our advisors provide a relationship that is responsive, attentive, and personal with a focus on building deep and long-term relationships.