What is a Family Office? On March 13, 2020, Kevin Alerding, Indie Asset Partners’ Director, Family Office, was interviewed on the podcast, Defenders of Business Value to answer this and other questions relating to why families choose to engage the services of a multiple-family office firm for assistance with tax planning, estate planning, investment management, and philanthropic strategies. Press Play below to listen.
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.