A complete list of active advisors currently associated with Argosy Investors

Warmer can help you find a great advisor at Argosy Investors or one who fits your needs even better.

Argosy Investors provides discretionary investment management through separately managed accounts for qualifying individuals and entities. The firm generally manages a single, value‑oriented strategy but can offer tailored approaches for specific client circumstances. The investment process is bottom‑up fundamental analysis focused on estimating intrinsic value, with a typically concentrated portfolio that the firm says will usually hold about 20–40 stocks and is oriented to a long‑term horizon (preferably three to five years or longer). The firm pursues both long‑term growth and special‑situation opportunities, and may invest in smaller‑capitalization or less liquid securities; it can also construct more conservative portfolios by allocating to low‑cost bond funds. Noteworthy for a firm of this type, Argosy Investors manages a relatively small asset base (roughly $3 million) and is operated by a single principal who runs the advisory practice part‑time while maintaining other business activities, which may affect available resources. The firm distributes a quarterly letter with position commentary to clients, does not accept proxy‑voting authority (clients receive proxies directly), and generally states no formal account minimum, making it accessible to individual investors.

To learn more about the advisors currently working at Argosy Investors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.