Investment Advisory Services

"Information, experience and vision: the keys to successful portfolio management"

At Indie Asset Partners, we are independent thinkers. We rely on criteria from our own research and market knowledge to achieve our clients’ financial goals. Having 20 years in the business means we have seen bull and bear markets, and we understand how to build portfolios that are designed to weather both. While we respond to the ups and downs of the market, we are not reactionary. And, as a registered investment advisor, commissions are not a factor in our portfolio strategies. This commitment to an individualistic and thoughtful approach toward investing has allowed us to build trusted, long-standing relationships with our clients.

Start With A Plan

How and where you choose to invest your assets are very personal endeavors. Having a clear understanding of the short and long-term goals for your business, lifestyle and loved ones, as well as your tolerance for risk, guides how our investment advisors at Indie Asset Partners craft your portfolio. Click here to learn more about our financial planning process.

Well Rounded Investment Advice

Wealth can come from many sources—a business, stock options, inheritance, 401K investments, etc. We take the time to delve into the details of all the elements that make up your net worth, considering your full financial picture in our investment strategies.

Portfolio Construction

Indie Asset Partners advisors choose a mix of assets for your investment portfolio based on your goals, the current market and our expectations for the future, not on commission structure; our fees are based on the value of your portfolio. Our goal is to create a long-term relationship with you and building a portfolio that manages your wealth in a manner that best suits you.

Ongoing Portfolio and Goal Monitoring

Once your portfolio is set, our work does not stop there. We believe in constant review and monitoring of your investments to ensure they continue to support your goals. Expect consistent communication with us, from regular emails, blog posts and telephone calls, to yearly performance reviews. As a service-oriented capital management firm, we purposely limit our client base, allowing us to offer a more personalized experience.

Contact us

to learn more about our custom approach to investment advisory services.