ARGI INVESTMENT Overview

Argi Investment Services Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 78 employees, of which 46 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 103% of the manager's regulatory AUM.

ARGI INVESTMENT StockAlpha

-3.6%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ARGI INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 5.27% ETF 2.5% -0% 0 9%
JPIN 4.6% ETF -5.71% -0.37% 12 0%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ARGI INVESTMENT Founders and Key Employees

Name Title In Position Since
Ronald D. Butt Managing Member June-2009
Patrick J. Reeves Managing Member June-2009
Janice S. Peebles Chief Compliance Officer June-2009

ARGI INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

ARGI INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Set forth below are our methods of analysis and the investment strategies we use in formulating our investment advice and managing assets. Investing in securities involves risk of loss that Clients should be prepared to bear.

AIS has an internal Investment Committee (the “IC”) who meets formally on a quarterly basis. The IC has a wide range of professionals who each bring their varied viewpoints our Investment Strategies and methodology. The IC has multiple years of combined professional investment experience which helps guide our firm and Clients through various market cycles. Members of our IC hold the following credentials: Doctorate, J.D., M.BA, CFP, CFA & ChFC.

The IC is responsible for the creation, maintenance, and monitoring of AIS's proprietary investment portfolios. The IC's prime core value is to strive for what we consider to be world class investment management, and secondly, ...
Unlock Full Investment Process Description

ARGI INVESTMENT Portfolio Concentration

ARGI INVESTMENT Location

1914 STANLEY GAULT PARKWAY
LOUISVILLE, Kentucky
UNITED STATES, 40223

ARGI INVESTMENT Contact Information

Phone Number: 502-753-0609
Fax Number: 502-426-0247
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A