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Argus Investors Counsel, Inc.

100 Prospect Street - South Tower
Stamford, Connecticut 06901
United States
 
Contact :      Ms. Catherine Crean
Phone :       (203) 316-9000
Fax :             (203) 356-0533
Email :         ccrean@argusinvest.com
Web :           http://www.argusinvest.com

Argus Investors Counsel, Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $558
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1960
Wrap Programs Offered? : No
# of Accounts Managed : 20
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Argus Investors Counsel, Inc. History

Argus Investors' Counsel is a privately held firm, with offices in Stamford, CT and Manhattan that has managed portfolios using the same Large Capitalization Diversified Equity style since 1967. Incorporated in 1960, our firm is affiliated with Argus Research Company (a leader in independent investment research since its founding in 1934) and Vickers Equity Stock Research Corporation.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
10
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Argus Investors Counsel, Inc. Personnel

Ms.  Sharon Wagoner

Portfolio Manager
Tel : 203-316-9000
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. where she co-authored a monthly investment research publication. 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.

Mr.  Stewart Zobian

Portfolio Manager
Tel : 203-316-9000
Email: szobian@argusinvest.com
Mr. Zobian, a member of AIC’s portfolio management team for seven years was recently promoted to President. Having worked in the investment business for the majority of his career, Stewart brings a wealth of experience managing institutional equity assets for large corporate and public retirement plans and other institutional investors. Prior to joining Argus, Stewart worked as a Vice President and Portfolio Manager at Value Line Asset Management. Other former employers include Equitable Capital Management, Drexel Burnham Lambert and INA Capital Management. Stewart has worked with a variety of institutional investment boards, and brings a strong understanding of the particular issues and pressures facing individual board members and trustees. Stewart holds a BS in Economics from Purdue University and attended New York University’s Graduate School of Business. His articles have been published in The Financial Analysts Journal, and he was a contributor to Cohen, Zinbarg & Zeikel’s textbook, “Investment Analysis and Portfolio Management,” chapter 17, “Integrating Portfolio Theory and Management.”

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 fifteen years. Donna holds a B.S. in Psychology and an M.B.A. in Finance from Fordham University.

Ms.  Cathleen Lesko

Data Preparer
Tel : 203 316 9000
Email: clesko@agrusinvest.com
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Mr.  Jim Tierney

Marketing Director
Tel : (203) 316 -9000
Email: jtierney@argusinvest.com
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Argus Investors Counsel, Inc. Product Name

Large Cap Diversified U.S. Equity:Privately Managed Accounts
Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
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