Jersey City, NJ Office

Argos Wealth Advisors provides investment management and financial planning to individual and high‑net‑worth clients, as well as trusts, estates, and charitable organizations. The firm emphasizes asset allocation, portfolio construction, ongoing monitoring, and the selection and oversight of third‑party money managers as primary delivery methods.

The firm follows a risk‑based, strategic asset allocation process with periodic rebalancing and discretionary authority to engage and replace money managers on clients’ behalf. Financial planning is integrated into its portfolio services, and Argos may construct portfolios using mutual funds, ETFs, direct securities, or third‑party managers depending on client needs.

Argos is notable among peer teams for sponsoring and serving as general partner and investment adviser to a private pooled vehicle, the AWA Small Cap Access Fund L.P., for which it selects sub‑managers, manages a portion of assets directly, and may use derivative and other private investment structures. Participation in that Fund is limited to accredited and qualified purchaser clients, and the firm discloses and manages related conflicts of interest (including partner/employee participation and how Fund holdings are included in client asset totals) as part of its governance and client advisory processes.