Our Philosophy

Indie Asset Partners offers investment advisory services for high net worth individuals, groups, and institutions. Each engagement begins with gaining a firm understanding of clients’ needs, goals, and risk tolerance. We then manage their assets to reflect those characteristics. We advise a number of clients whose main goals are wealth preservation and steady income, while others prefer the perceived risk of greater returns. Our primary philosophy is managing your money as if it were our own.

At Indie Asset Partners, our investment disciplines and strategies are our own, based on a set of criteria formulated over 20 years of managing clients' wealth. We focus on reducing exposure to market volatility through diversification and the use of technical and macroeconomic analysis. We strive to anticipate and take advantage of market trends through use of a disciplined asset management approach. We find value across a variety of asset classes like common and preferred equities, bonds, currencies, commodities, and alternative funds, creating individualized, balanced portfolios that support the goals of our clients.

Our team of investment advisors has a wide range of collective experience in managing 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.