Kelly Newman

Donna Dickinson
January 11, 2018
Sharon Alerding
January 11, 2018
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Kelly Newman

Sr. Administrative Services Associate
 

Kelly Newman
SENIOR ADMINISTRATIVE SERVICES ASSOCIATE

Kelly has worked for many years in the financial services industry and has over 25 years of customer service experience. She studied business management at IUPUI. She is certified through IUPUI in project management and customer service. At Indie Asset Partners, Kelly serves as the liaison between clients, advisors, and custodians. Kelly and her husband reside in Carmel.

Indie Asset Partners
Indie Asset Partners
Indie Asset Partners offers investment advisory services for high net worth individuals, groups, and institutions. Our investment disciplines and strategies are our own, based on a set of criteria formulated over 20 years of managing clients' wealth. IAP's investment advisors have extensive experience in managing sizeable portfolios through good and bad times, bull and bear markets, and periods of high volatility. This experience has led us to create proprietary research and methodology focused on regularly balancing a mix of assets based upon market conditions. In the end, our goal is to achieve positive returns at risk levels comfortable for each of our clients.