No matter the asset size or sophistication of our clients, Indie Asset Partners holds firmly to three major principles:
Correctly predicting market movements or selecting a winning equity certainly involves some degree of risk. But risk favors the prepared mind. In the long run, we believe detailed and diligent research will generate superior outcomes. Clients trust us with their hard-earned wealth, and it is our duty to work just as hard to manage that wealth.
Understanding client goals and risk tolerance is imperative to generating appropriate returns. With these factors in mind, we adhere to our strict discipline in both bull and bear markets and manage money through the use of stocks, bonds, exchange traded funds and alternative investments.
We recognize that achieving results for our clients is important. However, performance by itself is insufficient without regular communication, fully understanding our clients’ goals, and sharing our guidance. Establishing a personal relationship with our clients is a critical element to obtaining the desired results.