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| Additional information |
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| Argent Financial Group, Inc. |
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Mission statement:
Our mission at Argent is to protect, manage and grow your wealth. We take our mission very seriously. |
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Overview:
As an independent wealth management company, we deliver in-depth, personalized, unbiased service in a candid and common-sense manner. Our core service offering is professional trust management. Building from that core, Argent provides an array of related financial services, including:
Investment management services
Family office services
Asset custody
Planning
Mineral management (with special emphasis on client oil/gas interests)
Employee Stock Ownership Plans
Risk management
And others |
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History:
Our history dates to 1990 when The Trust Company of Louisiana was formed. After a year as a subsidiary of a bank holding company, our management group, desiring the flexibility to work independently, bought our independence and we remain that way today.
In 2000, after a decade of building and securing our foundation, we formed Argent Financial Group, Inc. as a holding company for our legacy trust company and for future affiliates.
In 2009, Argent purchased an independent trust company in Memphis, Tennessee to form Argent Trust Company, a Tennessee chartered trust company. The addition of a Tennessee state charter allowed us to take advantage of the progressive and advantageous Tennessee trust laws. Those favorable laws may now be utilized throughout our footprint to help clients best meet their needs.
After determining a valuable strategic fit existed, Argent completed selected mergers and acquisitions in 2013 and 2014 that substantially grew our geographic footprint and expanded our range of services, all to better serve our clients.
Key among those additions were Highland Capital Management, LLC of Memphis and The Trust Company, a San Antonio based Texas state trust company. Highland, an SEC registered investment advisor, serves as the central portfolio management group for Argent. The Trust Company provided us with a significant presence in Texas from which to build further client relationships in that state. In late 2015, we merged our original Louisiana based trust company into The Trust Company and renamed the merged entity, Argent Trust Company.
Effective the beginning of 2016, Heritage Trust Company of Oklahoma City combined with Argent. That transaction allowed us to combine two oil and gas management groups, Argent Property Services and Heritage Mineral Management, to form Argent Mineral Management, a unique entity focused on managing mineral interests for individuals and organizations.
Today, in our 22 offices located in 12 southern states, Argent Financial Group employs more than 195 professionals who are responsible for over 11 billion in client assets and over 2 million mineral acres.
Our professionals have prior experience at investment management firms, banks, trust companies, brokerage firms, insurance agencies, law firms, accounting firms, and other businesses.
We continue to be a company that is privately owned by our staff, clients and avid supporters. We are well prepared to continue to serve our growing client base today, tomorrow, and in the future. |
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