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Argus Investors' Counsel, Inc.

Updated today

Client AUM

$116,736,885

Clients

282

Advisors

5

across 2 offices

About

Argus Investors’ Counsel provides discretionary portfolio management to individuals (including high-net-worth clients) and a range of institutions such as investment companies, pension and profit-sharing plans, and charitable organizations. In addition to managing separate accounts, the firm offers unit investment trust (UIT) portfolio development and licenses model portfolios that can be implemented through advisory platforms.

The firm’s investment process emphasizes bottom-up stock selection and a long-term, low-turnover approach for its Core Equity strategies, building diversified portfolios of medium- to large-cap equities and periodically rebalancing to maintain target weights. It also offers a suite of specialized strategies (for example, activist turnaround UITs, dividend-grower and minimum-volatility SMAs, a modern innovators strategy, a sustainable impact UIT using JUST Capital ratings, and an international growth & income SMA) that combine ARC research with rule-based screens and, for some SMAs, active management.

One distinctive feature is that Argus licenses model portfolios and provides nondiscretionary model-management and portfolio consulting to other investment advisers, trust companies and platform sponsors (including use on platforms such as Envestnet and Fidelity’s Separate Account Network), a service model that is uncommon among peer team firms. The firm’s close integration with Argus Research Company and related affiliates, and its routine provision of model performance reports and communications to licensees and clients, further differentiates its business mix from typical discretionary-only managers.

Client services

Portfolio management

Expertise

Active portfolio management Wealth management ESG / Sustainable investing Real estate investing

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Fee options

Fixed

Quarterly fees based on a percentage of the asset value for portfolio consulting and development services for unit investment trusts (UITs). Specific rates not stated.

Percentage

$0 - $3 million: 0.75% - 1.000% Over $3 million - $10 million: 0.50% - 0.750% Over $10 million - $30 million: 0.40% - 0.625% Over $30 million - $50 million: 0.30% - 0.500% Over $50 million+: 0.20% - 0.250%

Other

Account minimum: $100,000 for individuals, $3 million for institutions (negotiable, with possible waivers)

Main office

See office

61 Broadway, Suite 1910

New York NY 10006-2761

Advisors at this office

4

Most active in

California · Connecticut · Florida · New Jersey · New York · Ohio · Virginia

Also doing business as

Argus Investors' Counsel Inc · Argus Investors' Counsel, Inc. · Argus Research Company

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Richard C

Series 63, Series 66, Series 65

New York, NY

Argus Investors' Counsel, Inc.

Richard Ciuba is a financial advisor at Argus Investors' Counsel, Inc. with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at H.D. Vest Investment Services, Argus Research Co, and Freedom Financial Advisors LLC. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions. The firm’s investment approach focuses on bottom-up stock selection and long-term, low-turnover strategies, offering diversified portfolios alongside specialized strategies and model portfolio licensing to other advisers and platforms.

Active portfolio management Wealth management ESG / Sustainable investing Real estate investing
user avatar

Kevin H

Series 63, Series 65

New York, NY

Argus Investors' Counsel, Inc.

Kevin Heal is a financial advisor at Argus Investors' Counsel, Inc. with 31 years of industry experience. He has held positions at Triad Securities Corp. and Sandler Capital Management before joining Argus in 2018. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, offering Core Equity strategies focused on bottom-up stock selection and specialized approaches such as activist turnaround and sustainable impact portfolios. The firm also licenses model portfolios and provides model-management and consulting services to other investment advisers and platform sponsors.

Active portfolio management Wealth management ESG / Sustainable investing Real estate investing
user avatar

Donna P

Series 65

Stamford, CT

Argus Investors' Counsel, Inc.

Donna Palais is a financial advisor at Argus Investors' Counsel, Inc. with over 30 years of industry experience. She has worked at Argus Investors' Counsel since 1994 and holds a Series 65 designation. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutions such as investment companies and pension plans. The firm emphasizes bottom-up stock selection and a long-term, low-turnover investment approach, and it also licenses model portfolios and offers portfolio consulting to other advisers and platform sponsors.

Active portfolio management Wealth management ESG / Sustainable investing Real estate investing
user avatar

Taylor C

Series 65

New York, NY

Argus Investors' Counsel, Inc.

Taylor Conrad is a financial advisor at Argus Investors' Counsel, Inc. based in New York, NY, holding a Series 65 designation with three years of industry experience. His work history includes roles at Argus Research and Freedom Boat Club. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, focusing on bottom-up stock selection and a long-term, low-turnover approach. The firm also licenses model portfolios and offers consulting services to other investment advisers, distinguishing itself through integration with Argus Research and a diverse range of specialized investment strategies.

Active portfolio management Wealth management ESG / Sustainable investing Real estate investing
user avatar

John E

Series 65

New York, NY

Argus Investors' Counsel, Inc.

John Eade is a Series 65-licensed financial advisor with six years of industry experience, currently serving at Argus Investors' Counsel, Inc. He has been associated with Argus Research Group since 1989. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions such as investment companies, pension plans, and charitable organizations. The firm’s investment approach emphasizes bottom-up stock selection and a long-term, low-turnover strategy for its Core Equity portfolios, and it also offers specialized strategies and model portfolio licensing to other advisers and platform sponsors.

Active portfolio management Wealth management ESG / Sustainable investing Real estate investing
View complete list of advisors at this firm
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