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Argus Investors Counsel, Inc.

1266 East Main Street, Soundview Plaza
Stamford, Connecticut 06902
United States
 
Contact :      Ms. Cathleen Lesko
Phone :       (203) 316-9000
Fax :             (203) 356-0513
Email :         clesko@argusinvest.com
Web :           http://www.argusinvest.com

Argus Investors Counsel, Inc. Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $213
Tax-Exempt Managed ($Mil) : $217
Taxable Assets Managed ($Mil) : $6
Year Founded : 1960
Wrap Programs Offered? : No
# of Accounts Managed : 103
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : Yes
Wrap Program Description  
In $ Thousands

Argus Investors Counsel, Inc. History

Argus Investors' Counsel, Inc. (AIC) is a women-owned and managed independent SEC-registered investment advisor incorporated in 1960 and certified by the Women’s Business Enterprise National Council (WBENC) since 2007 In 1934, Argus Research Company (ARC) was founded by economist Harold Dorsey. Argus was one of the first firms to provide systematic, independent research on U.S. equities for the professional market. Argus has continued to offer forecasts on the U.S. economy and independent investment research analyzing hundreds of leading blue-chip companies. Over the years, the company has expanded and diversified into other areas of the financial services industry. In 1960, Argus Investors’ Counsel, Inc. (AIC) was established to meet Argus Research client requests for portfolio management services. Our first client, a Taft-Hartley Fund, is still with us today after 44 years. Over that timeframe, Argus has managed its flagship Large Cap Diversified Equity product, using the same philosophy and disciplined process. Today, AIC has more than $1.7 billion in assets under management and advisement, and its SEC-regulated status forms the basis for our strict compliance regime across the firm. The original research company, Argus Research Company (ARC) is now a subsidiary of AIC. Located in New York, ARC provides conflict-free economic and equity research, in that it is not affiliated with a Broker Dealer and does no Investment Banking. The Argus Research Group, Inc. (ARG) is the holding company for AIC. ARG has more than 40 employees and is 86% women-owned.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
2
$5.95
 
Limited Partnership :
 
Foundations :
3
$22.64
ERISA :
2
$96.8
Unions, Taft-Hartley :
2
$42.33
Public :
1
$37.6
Others :
104
$17.9
Total # of Professional : 7 Analysts : 15
Portfolio Managers : 2 Traders : 0
Client Service : 2 Operation : 1

Argus Investors Counsel, Inc. Personnel

Ms.  Sharon Wagoner

Portfolio Manager
Tel : 203-548-9885
Email: swagoner@argusinvest.com
Ms Wagoner is Chairman of Argus Investors' Counsel, and holds several executive positions on the Board of Directors of Argus Research Group, our parent company. She also has portfolio management responsibilities and brings expertise from her years as an analyst of the pharmaceutical and entertainment industries. Part of the third generation of management, Sharon is the granddaughter of Harold B. Dorsey, who founded Argus Research Corp. in 1934. Prior to joining Argus, Sharon served as an officer and analyst at John S. Herold, Inc. She contributes a legal and compliance perspective to the firm, having served as a partner in the law firm of Tyre and Smith before joining Argus. Sharon holds a B.A. in Economics from Duke University and a J.D. from Fordham Law School. She was a member of the Phi Delta Phi Honorary Law Fraternity.

Ms.  Donna Palais

Portfolio Manager
Tel : 203-316-9000
Email: dpalais@argusinvest.com
Ms Palais is a portfolio manager/analyst at Argus Investors’ Counsel. She currently manages accounts for a variety of Argus clients, including public and corporate retirement funds, foundations, endowments, and high net worth individuals. Prior to joining Argus, Donna specialized in managing trust and estate portfolios at Citibank Global Asset Management. She has been in the industry for more than 25 years. Donna holds a B.S. in Psychology and an M.B.A. in Finance from Fordham University.

Ms.  Cathleen Lesko

Marketing Associate
Tel : 203 548-9883
Email: clesko@agrusinvest.com
Cathleen Lesko has been the Client Service and Marketing Manager for Argus Investors' Counsel since 2016. Cathleen came to Argus with over 25 years of experience at two Fortune 500 Companies, PepsiCo and General Foods Corporation. She has a B.S. from Rutgers University.

Mrs.  Shari Benedict

Operations/Administrators
Tel : 917-287-1076
Email: SBenedict@argusinvest.com
Shari joined Argus in 2006 bringing over 20+ years of experience in asset management operations, technology and compliance. Prior to joining Argus, she operated a consulting firm which specialized in assisting asset management firms using the Advent/Axys portfolio accounting system. Her background includes Director of Operations and IT at Abner, Herrman & Brock an independent asset management firm. Previous to that she worked at American Express and Westpac Financial Services.

Mr.  Jim Kelleher

Researcher/Analyst
Tel : 203-316-9000
Email: jkelleher@argusresearch.com
Jim is Director of Research at Argus Research. In addition to advising the Investment Policy Committee, he manages various Argus Research products and departments, including the Argus Focus List. Jim is a three-time winner in The Wall Street Journal's "Best of the Street" All-Star Analyst Survey and has also won recognition in the Financial Times/StarMine analyst awards. Jim is the author of Equity Valuation for Analysts & Investors (McGraw-Hill, July 2010). Jim earned his B.A. from Columbia University, and received his Chartered Financial Analyst designation in 1999.

Argus Investors Counsel, Inc. Product Name

Large Cap Diversified U.S. Equity:Privately Managed Accounts
Report Created: September,27 2020.  Copyright Money Manager Review , All rights Reserved.
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