Our Philosophy

No matter the asset size or sophistication of our clients, Indie Asset Partners holds firmly to three major principles:

1

RESEARCH

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.

2

RETURNS

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.

3

SERVICE

We recognize that achieving results for our clients is important. But, performance by itself is insufficient without regular communication, a full understanding our clients’ goals, and sharing our guidance. Establishing a personal relationship with our clients is a critical element to obtaining the desired results.

Experience

Experience comes in many forms and in many ways. As business owners, investors, parents, spouses, and friends, life has given us opportunities to gain wisdom. As investors, for example, we have seen several real estate cycles, Intel sell at $60 per share, Apple sell at $2 per share, Treasuries yield 15%, and more. This experience provides a perspective on market fluctuations and an awareness of potential irrational movements. In addition to the many years of investment management by the investment advisors at Indie Asset Partners, there is a wealth of practical experience from taking risk in personal investment decisions. This contributes to an even greater concern for our clients’ money. We will not recommend vehicles in which we would not invest ourselves.

Strength & Safety

Indie Asset Partners uses Charles Schwab & Co. as the primary custodian for client assets. Monthly statements are generated by Schwab, affording our clients the security of outside verification of their asset values and returns. In addition, Indie Asset Partners provides each client a quarterly analysis of their accounts and our advisory performance. Clients’ Schwab accounts are covered by SIPC insurance.

"Markets can remain irrational longer than you can remain liquid."

~John Maynard Keynes

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