My Investment Account is Only Down 18% Is That Good?
November 13, 2018Consider the Alternative. I did.
February 5, 2019
Indie Asset Partners is pleased to announce the addition of new team member Robert J. Dalzell. Bobby is a Certified Wealth Strategist ®, and is joining IAP from Wells Fargo Advisors, where he had worked since 2010. “Bobby’s energy is contagious, and we’re excited to have him here. His passion for this work shows in everything he does,” stated Kevin Alerding, who is a Partner and the Director of IAP’s Family Office.
As a second-generation advisor, Bobby helps to build, manage, protect, and transition wealth for a select group of business owners, families, and institutions. Investors have trusted the Dalzell name to guide them financially for over half a century, and Bobby is committed to continuing that legacy of care for generations to come. He believes in using the time-honored classical foundations of investing and complementing them with the modern strategies available in the industry today.
Born and raised in Indianapolis, Bobby is a proud alumnus of Cathedral High School, Indiana University, and the Indiana Leadership Forum. He has served on the board of trustees for the Booth Tarkington Civic Theater since 2015. He owns and operates Prixmier, LLC, a Motorsports services business.