Hargis Capital Management provides investment supervisory services, managing clients' individual securities portfolios on a discretionary basis. The firm begins each client relationship by assessing the client's objectives and creates an investment policy statement that clarifies goals, defines risk tolerance, and specifies the types of investment vehicles to be used. Services are provided on a wrap-fee basis through the Hargis Capital Program, which is sponsored by Hargis Capital Management and managed by Jack Hargis, the President of Hargis Capital Management. The minimum investment for an individual account is $100,000.

Retirement Services

If you’re about to retire, or already enjoying your golden years, the Hargis team can guide you through the web of decisions that retirement may require. Personalized services include:

• Retirement Analysis
• Qualified Plan Asset Allocation Monitoring
• Lump-Sum-Distribution Analysis
• IRA Review

Wealth Preservation

Leaving a legacy to children, grandchildren, or a favored institution or charity is important to many people. We realize that for many of you, these are the types of things that matter most. Through the use of lifetime gifts and trusts, you may be able to minimize or eliminate your estate tax liability.