We help you underwrite households, identify wealth gaps, and show which investments fit best.
We stress-test your household's balance sheet, cash flows, and existing investments. Every holding is translated into a common language of risk, so the portfolio fit of your next investment becomes a number, not a guess.
Currently onboarding select RIA firms and family offices.
We built a platform in his image.
Asset class labels lie.
A portfolio of stocks, private equity, real estate, and a direct deal looks diversified on paper. It often is not. Asset class buckets are crude proxies for actual risk exposures. Too much oil exposure does not become diversification just because the next deal sits in the Alts bucket.
| Holding | Amount |
|---|---|
| Tech-heavy public equity portfolio | $500,000 |
| San Francisco rental property | $800,000 |
| Austin real estate syndication | $300,000 |
| Direct deal: AI infrastructure startup | $250,000 |
| Cash and equivalents | $150,000 |
Same holdings. Same dollars. A different question reveals a different portfolio.
Three steps. One clear answer.
We build a true picture of the household, translate every holding into a common language of risk, and rank what fits. The rigor that sponsors apply to deals, applied to the portfolio that owns them.
Underwrite the household.
We build your Personal Financial Statement and projected cash flows from the ground up. Then we model how to stack public and private holdings to reach your goals, with the tradeoffs between risk, return, and liquidity made explicit. Not a risk-tolerance questionnaire. A model of the household nobody has had before.
See the factor gaps.
Every holding gets decomposed into its underlying risk factors, not its asset class label. A tech-heavy public portfolio, a PE fund loaded with growth equity, and a direct deal in AI infrastructure can all carry the same exposure. We surface that concentration before it becomes a problem.
Rank what fits.
Every investment you consider gets scored against the portfolio you already own. We show which opportunities genuinely improve your risk-adjusted return, and which just add more of what you already have. Fit is personal, and now it is measurable.
Fit, quantified.
We quantify portfolio fit as the Marginal Contribution to Sharpe Ratio. For every investment you consider, we calculate how it changes your portfolio's risk-adjusted return, given everything you already own.
A positive contribution means the investment genuinely improves your portfolio. A negative contribution means it hurts it, even if the investment itself looks strong in isolation.
The same investment can be right for one household and wrong for another. Fit is personal. Now it is measurable.
What makes Argus different.
Household-first, not portfolio-only.
Most analytics tools start and end with the portfolio. We start with the full household: balance sheet, cash flows, goals, and liquidity needs. Every recommendation sits in the context of the household that actually bears the risk.
Total portfolio, not a subset.
Public equities, private equity, real estate, direct deals. All in one framework. Most tools stop at stocks and bonds, which is not the portfolio advisors actually have to evaluate today.
Factors, not labels.
Every holding gets decomposed into its underlying risk factors, not the asset class bucket it sits in. A PE fund, a direct deal, and a public tech portfolio can carry the same exposure. Labels hide that. Factors reveal it.
Advisor-empowering, not advisor-replacing.
The client still calls their advisor. The advisor now has the clearest view of the portfolio they have ever had, plus a defensible framework behind every recommendation.
Our name is our thesis. Wealth management is flying blind, looking at shadows of what's truly inside portfolios.
Plato's Cave.
In the allegory, the prisoners see shadows on the wall and mistake them for the world. Strategic Asset Allocation buckets are those shadows. They are labels for what casts them. The real objects, the risk factors underneath, are what your wealth is actually exposed to. Argus looks beyond the shadows.
Argus Panoptes.
The hundred-eyed giant of Greek mythology. His gift was that he saw from every angle, and he never slept. We build for investors who do not want to be caught sleeping.
Built for advisors. Used by the households they serve.
RIA Firms
Differentiate your practice. Show clients exactly how every investment, public or private, fits their total portfolio. Justify your fee by giving advice nobody else in the market can give. Document every recommendation with a defensible analytical record.
- Portfolio-aware deal evaluation
- Fiduciary-ready documentation
- Advisor-led, not advisor-replacing
Family Offices
Evaluate direct deals with institutional rigor. Understand portfolio-level impact before committing capital. Bring the same analytical language to every asset, from public equities to direct private investments.
- Institutional rigor on direct deals
- Total-portfolio exposure monitoring
- IC-ready analytical record
The shift to alternatives is accelerating - are you ready?
Advisors who can evaluate & communicate private deal decisions will capture the next wave of client assets.
We are onboarding a limited number of firms during our early access period. No commitment required.