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James M

Center Valley, PA

Argyle Capital Management, LLC

James Miller is a financial advisor at Argyle Capital Management, LLC with 34 years of industry experience. He has been with Argyle since 1983. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts. The firm emphasizes fundamental equity research and a long-term, low-turnover investment approach while tailoring asset allocation to individual client objectives.

Active portfolio management Tax-loss harvesting Concentrated stock management
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Peter M

Series 65

Center Valley, PA

Argyle Capital Management, LLC

Peter Miller is a financial advisor at Argyle Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Argyle Capital Management since 2012. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts. The firm customizes asset allocation among equities, fixed income, and cash, emphasizing fundamental equity research, low turnover, and tax-efficient portfolio management.

Active portfolio management Tax-loss harvesting Concentrated stock management
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Dawn M

Series 65

Center Valley, PA

Argyle Capital Management, LLC

Dawn Marx is a financial advisor at Argyle Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has been with Argyle Capital Management since 1994. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts on a fee-only basis. The firm emphasizes fundamental equity research, a long-term buy-and-hold investment approach, and actively manages fixed income and cash positions while tailoring portfolios to individual client objectives.

Active portfolio management Tax-loss harvesting Concentrated stock management
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