Trevor L. Smith

Jenny Scheffsky
February 1, 2018
Angela Johnson
September 3, 2018
Show all

Trevor L. Smith

Technology Specialist
 

Trevor Smith is pursuing a degree from Indiana University in informatics. He is skilled in database management, data reconciliation, and client relations, and he is continuously working to improve the client experience at Indie Asset Partners. Originally from Roachdale, Indiana, Trevor is an active community volunteer.

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.