Institutional Investment Management

Disciplined strategy. Fiduciary commitment.

Structures

  • WealthStages

Business professionals and affluent investors have limited time to closely monitor economic and market trends, and prefer to delegate investment decision-making to trusted advisors. Argent Institutional Trust Company (formerly TMI Trust) fiduciary-based institutional process, in combination with the insightful market expertise delivered by experienced executives, provides discerning clients with the reassurance that their assets are being managed with professional judgment and in their best interests.

Argent Institutional Trust Company’s Agency Investment Advisory provides wealth management and investment services to corporations, retirement plans, foundations, endowments, individuals, and personal trust relationships.

Argent Institutional Trust Company (AITC)  provides institutional quality solutions to its clients including asset allocation, individual equity and fixed income separate account management, and customized investment solutions.

Strategies employed include WealthStages® risk-weighted asset allocation portfolios, utilization of open architecture, best-in-class third-party mutual funds and/or ETFs, and separate account equity and bond portfolios.

Outsourced CIO and investment consulting services are provided to intermediary financial institutions, leveraging this experience and these capabilities in the asset management business. Services are customized to meet the needs of the institution.

Structures

  • WealthStages

Additional Wealth and Retirement Services

Wealth Services

The concepts of Investment Partnerships and Family Offices (IP/FO) have grown to cover all manner of structures and services to manage large private assets. In the modern era fueled by globalization, the number of IP/FOs has grown dramatically...

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IRA and Custody

Argent Institutional Trust Company (formerly TMI Trust) understands that an Individual Retirement Account (IRA) is an important tool in retirement planning. IRAs are designed to provide a mechanism for retirement savings on a tax-advantaged basis...

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Institutional Investment Management

Business professionals and affluent investors have limited time to closely monitor economic and market trends, and prefer to delegate investment decision making to trusted advisors...

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Connect with AITC

Partner with AITC for expert administration of retirement plans, custody accounts, and corporate trust and agency services.