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. AIC specializes in discretionary investment management for institutional and individual investors and RIA firms.
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. AIC is women-owned and managed, and has been certified by the Women Business Enterprise National Council since 2007.
Our equity portfolios are managed by two experienced teams: Sharon Wagoner & Donna Palais and John Eade & Jim Kelleher. They have worked together since 1994, managing portfolios through a broad range of market, economic, and geopolitical conditions.
Sharon D. Wagoner - President and Chairman
Sharon is chairman of Argus Investors’ Counsel, and holds several executive positions on the board of directors of Argus Research Group. She also has portfolio management responsibilities and brings expertise from her years as an analyst of the pharmaceutical and entertainment industries. Part of the third generation of management, Sharon is a granddaughter of Harold B. Dorsey, who founded Argus in 1934. Prior to joining Argus, Sharon served as an officer and analyst at John S. Herold Inc., where she co-authored a monthly investment research publication. She contributes a legal and compliance perspective to the firm, having served as a partner in the law firm of Tyre and Smith before joining Argus. Sharon holds a B.A. in Economics from Duke University and a J.D. from Fordham Law School. She was a member of the Phi Delta Phi Honorary Law Fraternity.
Donna M. Palais - Vice President
Donna has managed portfolios for AIC clients since 1994, including public and corporate retirement funds, Taft-Hartley funds, foundations, endowments and high-net-worth individuals. Prior to joining Argus, Donna managed portfolios at Citibank Global Asset Management. She holds a BS in Psychology and an MBA with a concentration in Finance 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.
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