What We Do

We’re here for the journey.

At Argonautica, we take a comprehensive approach to investment planning and wealth management.

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Our Goal

Our goal is to help you preserve wealth for future generations, fund the expenses and experiences that matter most, and weather uncertainty along the way.

We look at your entire financial picture, from investments to real estate to insurance and estate planning. We also learn about your priorities, plans, and hopes for the future, both near-term and long-term. Drawing on these insights, and our own time-tested expertise and philosophies, we provide you with specific, tailored advice and guidance designed to minimize risk and cost and drive measurable results.

When you succeed, we do too.

As a fiduciary, we do not earn commissions or charge per-transaction fees. Typically, we charge our clients an asset-based advisory fee on the accounts that we manage. This means that our financial success is directly correlated with yours.

Obligation

As an RIA, we have a fiduciary obligation to you. That means that any advice we give you must be exclusively in YOUR best interest - Full stop! Brokers, and even hybrid advisors, operate under a more complicated set of rules with more room for interpretation.
Security

We do not hold your assets in our possession at any time. We have alliances with multiple major custodians, who are well respected and well regulated. Wells Fargo Clearing Serivces, LLC and Charles Schwab & Co. are two of them. They hold your assets in custody, not us.
Full-Service

Our service model is to coordinate the various relationships of our clients by handling planning and investments, plus maintaining alliances with our clients' tax and legal professionals as you may require. We will always be the first call you make. If we can’t handle your question, we will bring in the right professional.

How we help our clients

We offer our services in a private investment office atmosphere, meeting regularly and working closely with your attorneys, CPAs, and other advisors in a cohesive effort to help you achieve your goals.

Investment plan development

We will create a comprehensive investment plan for you and your family - a living document that will serve as the roadmap for all of our meetings.

Investment advice and planning

We will help you decide when to authorize us to buy, sell or hold investments on your behalf or provide objective guidance to help you make your own decisions.

Portfolio asset allocation analysis & implementation

We will develop a customized portfolio to meet your investment goals. We will understand your risk-tolerance and monitor your results.

Family financial overview and outreach

We will analyze your portfolio to understand how assets, estate plans, and the financial goals of family members intersect - both within & between generations.

Additional services we provide

Investment manager search and recommendation
Proprietary and third-party investment services
Insurance consulting and asset protection
Private investment office services
Fiduciary audit files
Service provider search and reviews
Private banking services
Estate services
Trust services
Investment manager search and recommendation
Proprietary and third-party investment services
Insurance consulting and asset protection
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Ready to start the journey?

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