Since 1997, Argus has maintained equity model portfolios meant to provide advisors with the tools to manage funds for their individual clients. Argus has recently supplemented its lineup with a new suite of diversified Exchange Traded Fund (ETF) portfolios; Conservative, Growth and Aggressive. These portfolios enable advisors to offer a diversified, convenient and economical managed solution to a spectrum of clients, from retired, conservative investors requiring income to recent college grads who can afford to take long-term risks and have no portfolio-income requirements. Also, like our existing Model Portfolios the new ETF portfolios are actively managed and draw on the resources of the Argus Research staff.
To manage the portfolios Argus applies a consistent, rigorous process month after month. Each month portfolio managers and research analysts discern their best ideas, review performance and benchmark data and portfolio metrics, perform scenario analyses then plot and execute strategy. BUY/HOLD/SELL decisions are typically reached after the close of trading, and the changes to the portfolios, along with the rationale, are then distributed to clients via ETF Research Notes shortly thereafter. Performance statistics are maintained by an independent, third-party data provider and published quarterly. Each Portfolio will seek to hold between 15 to 25 different asset class investments to gain the desired risk/return benefits of broad diversification. Implementation will include exposure to both domestic and foreign investments, equities, bonds, cash equivalents and commodities.
To be generally well informed, all Argus Portfolios are designed to be used in conjunction with other Argus Research Portfolio reports, including the Investment Portfolio Guide, which offers Asset Allocation models, and the Fixed Income Strategy Report, which lists specific income-oriented investments for portfolio consideration.
The Conservative ETF Portfolio is designed for investors with a shorter time setting and/or those having a low tolerance for risk. This Portfolio is intended to be the most conservative implementation of the three Portfolios currently managed by Argus.
The Growth ETF Portfolio is designed for investors with a reasonably longer time setting until retirement, those just entering retirement with a longer life expectancy and/or those having a slightly higher tolerance for risk. This Portfolios risk exposure will fall in the middle of the three Portfolios currently managed by Argus.
The Aggressive ETF Portfolio is designed for investors with a long time frame until retirement and/or a high tolerance for risk. This Portfolio will maintain higher exposures to equities, foreign and domestic, and will offer the most aggressive strategy implementation of the three Portfolios managed by Argus.
Argus maintains relationships with many Separately Managed Account (SMA) Platforms to offer both our Equity Model and ETF Portfolios including: Envestnet, Folio Institutional, Placemark, Schwab, TDAmeritrade and TradePMR. For those seeking more flexibility to manage the Portfolios internally or independent of standard offerings then direct licensing of the Portfolios is also available. Bespoke customization and direct management of portfolios by Argus are also available upon special request.