Argus Investors' Counsel Inc. (AIC) is the money management division of The Argus Research Group and has been an SEC-registered investment advisor since 1960. As a trusted fiduciary, AIC serves individuals, Registered Investment Advisors (RIAs), corporate pensions, foundations, and endowments. We take our role as a fiduciary very seriously, and our independence and unwavering commitment allows us to act solely in our clients’ best interests.
Argus offers portfolio solutions through a wide range of products, including:
AIC’s portfolios benefit from the experience of our managers and disciplined investment approach, as well as from the substantial independent research resources of the Argus Research Company.
Our equity portfolios are managed by an experienced team of professionals. They have worked together since 1994, managing portfolios through a broad range of market, economic and geopolitical conditions.
Kevin Heal - Managing Director & Chief Compliance Officer; Senior Financial Analyst; Fixed-Income Strategist
Kevin manages the day-to-day operations of ARG’s SEC registered investment advisor, Argus Investors’ Counsel. As CCO, he is responsible for ensuring that the firm is SEC compliant and adheres to all rules and regulations. He serves on the Argus Investment Committee, providing insight on the fixed-income markets and interest rates. Kevin also provides equity coverage for financial institutions including Insurance, Exchanges, Regional Banks, Data Providers, Asset Managers, Mortgage Originators, and REITs. He has over 35 years of experience with large investment banks, regional dealers, and consultants. Kevin graduated from Northwestern University with a BA in Economics and maintains the Series 65 registration.
Donna M. Palais - Vice President & Portfolio Manager
Donna manages portfolios for various AIC clients, including public and corporate retirement funds, Taft-Hartley funds, foundations, endowments, and high-net-worth individuals. Prior to joining Argus, Donna managed equity and balanced portfolios at Citibank Global Asset Management. She holds a BS and an MBA from Fordham University.
John Eade - President & Director of Portfolio Strategies
John is chairman and CEO of Argus Research Group and president of Argus Research Company. Over the years, his responsibilities at Argus have included chairing the Investment Policy Committee as then director of research; helping form the firm's overall investment strategy; writing a weekly investment column; and authoring the flagship Portfolio Selector report. He has also provided coverage of the Healthcare, Financial and Consumer sectors. John has been with Argus since 1989. He has an MBA in Finance from New York University's Stern School of Business and a Bachelor's degree in Journalism from Northwestern University's Medill School of Journalism. He has been interviewed and quoted extensively in The New York Times, Forbes, Time, Fortune and Money magazines, and has been a frequent guest on CNBC, CNN, CBS News, ABC News and the Bloomberg Radio and Television networks. John is a founder and board member of the Investorside Research Association, an industry trade organization. He is also a member of the New York Society of Security Analysts and the CFA Institute.
James Kelleher, CFA - Director of Research & Senior Analyst
Jim has worked in the financial services industry for over 25 years and joined Argus in 1993. He is director of research at Argus and a member of the Investment Policy Committee. Jim has been instrumental in building Argus’ proprietary valuation models, which are a key part of the proprietary Argus Six-Point Rating System. He also oversees Argus’ technical analysis products; writes the Portfolio Selector report and other publications; and manages several Argus model portfolios. As a Senior Analyst, Jim covers Communications Equipment, Semiconductors, Information Processing and Electronic Manufacturing Services companies. he is a CFA charter-holder, and is a three-time winner in The Wall Street Journal's "Best on the Street" All-Star Analyst Survey. In July 2010, McGraw-Hill Professional published Jim's book, "Equity Valuation for Analysts & Investors." The book, a single-volume treatment of financial modeling and valuation process, introduces the Argus proprietary valuation methodology known as Peer Derived Value.
Didn't Find What You Needed?
Let us know how we can better assist you. We strive to add incremental value to our offering.