Our Mission
Our mission at Argonautica Private Wealth Management, Inc. is to provide you with specific tailored advice and guidance designed to create measurable results, minimize risk and cost, and strive to instill comfort and confidence in your customized investment plan.
Through our goal-oriented process, we'll help you establish an investment plan, determine appropriate asset allocation, perform investment due diligence, and manage the execution of investment decisions while reviewing portfolio goal-focused progress. Ultimately, our team seeks to uncover the ideal combination of using institutional investment management firms paired alongside our own portfolio management expertise to work to optimize your overall investment portfolio to achieve your financial objectives.
Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce appropriate investment programs to you.