Question 1

What is Argo Private Client Group?

Accepted Answer

Argo Private Client Group is a private investment firm established in 1997. The firm sponsors and manages a private pooled investment strategy offered under Regulation D Rule 506(c) of the Securities Act of 1933. Participation is limited to verified accredited investors. Argo does not manage separate retail investment accounts or provide individualized portfolio management services.

Question 2

How long has Argo been in operation?

Accepted Answer

Argo has been operating since 1997 — nearly three decades. This longevity reflects the firm's disciplined approach, consistent process, and the trust of the investors we have served over that period.

Question 3

Does Argo manage individual investment accounts?

Accepted Answer

No. Argo does not manage separate retail investment accounts or provide individualized portfolio management. Investors participate in a private pooled investment vehicle, subject to investor verification, subscription documentation, and acceptance by the fund. Argo is not a retail money manager, financial planner, or investment adviser managing separate accounts.

Question 4

Who qualifies to invest with Argo?

Accepted Answer

Argo's strategy is offered exclusively to accredited investors as defined under SEC Rule 501 of Regulation D. Under Rule 506(c), all investors must complete third-party accredited investor verification before receiving offering materials or subscribing. This includes individuals with annual income exceeding $200,000 (or $300,000 jointly), net worth exceeding $1,000,000 excluding primary residence, holders of certain FINRA licenses, and qualifying entities. Beyond regulatory qualification, Argo is selective — we look for alignment of objectives, a long-term perspective, and an understanding of private pooled investment risk.

Question 5

What does third-party verification involve?

Accepted Answer

Under Rule 506(c), accredited investor status must be verified by a qualified third party — typically a licensed CPA, attorney, registered investment advisor, or broker-dealer — who confirms your status in writing. This is a regulatory requirement, not a formality. Dan Miller will guide you through this process directly.

Question 6

Can entities or trusts invest with Argo?

Accepted Answer

Yes. Certain entities — including corporations, partnerships, LLCs, trusts, and family offices — may qualify as accredited investors if they meet the applicable asset thresholds and were not formed for the specific purpose of acquiring the offered securities. Entity investors are also subject to third-party verification requirements. Please contact us to discuss your specific situation.

Question 7

How do I request investor information?

Accepted Answer

You may contact us by phone at 888-598-ARGO (2746) or through the inquiry form on our Contact page. All inquiries are handled directly by Dan Miller with complete discretion. Offering materials and performance information are provided only to qualified accredited investors following appropriate third-party verification.

Question 8

What is the consultation process?

Accepted Answer

The process begins with a brief private discussion — typically 15 to 20 minutes — to understand your investment objectives and determine whether Argo's private offering may be appropriate for your situation. There is no obligation, and all conversations are confidential. If there appears to be a fit, we will guide you through the verification and qualification process.

Question 9

Is there a minimum investment?

Accepted Answer

Minimum investment requirements vary by offering. Details are provided in the confidential offering documents made available to qualified accredited investors following verification. Please contact us directly for current information.

Question 10

Is performance information available?

Accepted Answer

Argo does not publicly disclose performance data. Performance information is available only to qualified accredited investors following appropriate third-party verification, as part of the confidential offering materials. Past performance is not indicative of future results. No representation is made that any investment objective will be achieved.

Question 11

What is Regulation D Rule 506(c)?

Accepted Answer

Regulation D Rule 506(c) is an SEC exemption from securities registration that allows private offerings to be made to accredited investors, provided that all investors are verified as accredited through a third-party process. Unlike Rule 506(b), Rule 506(c) permits general solicitation but requires verification of every investor's accredited status. This is the regulatory framework under which Argo's private offering is structured.

Question 12

What are the key risks of investing with Argo?

Accepted Answer

Investment in any private pooled vehicle involves significant risk, including possible loss of principal. Private offerings are illiquid — investors may not be able to redeem or transfer their interests on short notice or at all. These investments are speculative and suitable only for investors who can bear the economic risk of loss. Past performance is not indicative of future results. No assurance can be given that any investment objective will be achieved. Prospective investors should carefully review all offering documents and consult with their own legal, tax, and financial advisors.

Question 13

How is investor privacy protected?

Accepted Answer

Argo treats all investor information with strict confidentiality. We do not share investor information with third parties except as required by law or as necessary to administer investor relationships. All inquiries and consultations are handled with complete discretion.

Common Questions
from Prospective Investors

About Argo

Investor Qualification

The Investment Process

Regulatory & Risk Disclosures

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