A complete list of active advisors currently associated with Argus Efficient Capital, LLC
Warmer can help you find a great advisor at Argus Efficient Capital, LLC or one who fits your needs even better.
Argus Efficient Capital provides discretionary portfolio management to individuals, high‑net‑worth individuals, and other investment advisers, preparing individualized Investment Policy Statements and implementing dynamic asset-allocation strategies primarily through ETFs and mutual funds. The firm documents clients’ risk tolerances and seeks written discretionary authority to select securities and execute transactions on their behalf. The firm’s approach combines modern portfolio theory with quantitative and technical analysis and employs both long‑term and short‑term trading to pursue target allocations, with account reviews at least monthly and regular reporting to clients. It states a fiduciary standard for retirement accounts and describes policies intended to allocate investment opportunities and transactions fairly among its clients. AEC’s brochure highlights that it acts as a subadviser to unaffiliated advisers — a service relatively uncommon among independent firms — and that it requires client accounts to be held at Interactive Brokers LLC or Schwab Institutional. While performance‑based fees are sometimes seen among a small subset of peers, AEC’s current disclosure expressly states it does not accept performance‑based compensation.
To learn more about the advisors currently working at Argus Efficient Capital, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Westfield, IN
| 2
|
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