Argyle Capital Partners

Our Mission

At Argyle Capital Partners, our mission is to serve as trusted advisors to our clients in all areas of their financial lives. We believe that helping you determine and achieve your long-term financial goals and objectives is our responsibility, but we also understand the importance of being an accountable, accessible, and encouraging partner along the way. We strive to build and maintain sophisticated and personalized investment solutions to meet our clients' unique needs and goals.

Investment Strategy

We believe that no two clients are exactly alike, which is why we don't believe in a "one size fits all" approach to wealth management. Instead, we create a custom, tailored investment plan for each of our clients, built around their specific needs and personal preferences. We take the time to listen carefully to our clients, not just today, but as their life and needs change over time, to ensure that we are providing effective and personalized financial solutions.

About Us

Founded in 2012 in Los Angeles, Argyle Capital Partners is an independent wealth management firm that proudly embraces its fiduciary responsibility, putting our clients first-always. Our team of experienced Investment Advisors and Financial Planners has the expertise and knowledge to provide appropriate, effective, and personalized financial solutions to our clients.

Our Process

We begin by learning about our clients to understand their unique needs, goals, and risk tolerance. We then construct a personalized portfolio that blends our clients' individual circumstances and our view of the current investment landscape. We understand that the ability to stick to an investment plan, especially during times of stress, is a key component in ensuring its long-term success.

Our Team

Our team of experienced Investment Advisors and Financial Planners has decades of experience working for some of the largest financial institutions on Wall Street. With this knowledge and expertise, we are confident in our ability to provide personalized financial solutions to our clients. We are dedicated to being proactive and flexible to ensure the best possible results for our clients.

Who We Serve

We work with a variety of clients, including retirees and those nearing retirement, business owners and corporate executives, young professionals, multi-generational estates, and individuals with concentrated position risk. We understand that each client is unique and requires a personalized approach to their financial needs.

What We Stand For

As a firm, we proudly support charities and institutions, including Tufts University, The Fulfillment Fund, Rotary International, and many others. We believe that giving back to our community is an important part of our mission and values.

Consumer Disclosure

For more information on our consumer disclosure, please refer to our Disclosure Brochure, Form CRS, and Terms and Conditions.