Our Mission

Our mission is to serve as trusted advisors to our clients in all areas of their financial lives. Helping you determine and achieve your long-term financial goals and objectives is part of our responsibility, but by being an accountable, accessible, and encouraging partner along the way we are an invaluable resource to every client.

Investment Strategy

No two clients are exactly alike, and as such we don’t believe in a “one size fits all” wealth management strategy. A custom, tailored investment plan is created for each of our clients, built around their specific needs and personal preferences. By listening carefully to you—not just today, but as your life and needs change over time—we build and maintain sophisticated and personalized investment solutions to meet those needs.

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.

Experienced Professionals

With decades of experience working for some of the largest financial institutions on Wall Street, our team of Investment Advisors and Financial Planners can confidently provide appropriate, effective, and personalized financial solutions to our clients. The modern investment landscape is evolving more rapidly than ever before, and it is our job to be proactive and flexible to ensure the best possible results.

Our Process

We learn about you by listening—to your needs, goals, and risk tolerance. We then construct a personalized portfolio blending your unique 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.

Video Series:
What Could Go Right?

Episode Ten

Insights into the recent spike in interest rates, how Argyle Capital Partners prepares its portfolios for inflation, and more.

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Insights: The Coronavirus Aid, Relief and Economic Security (CARES) Act

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