"Information, experience and vision: the keys to successful portfolio management"
At Indie Asset Partners, we are independent thinkers. We rely on criteria from our own research and market knowledge to achieve our clients’ financial goals. Having 20 years in the business means we have seen bull and bear markets, and we understand how to build portfolios that are designed to weather both. While we respond to the ups and downs of the market, we are not reactionary. And, as a registered investment advisor, commissions are not a factor in our portfolio strategies. This commitment to an individualistic and thoughtful approach toward investing has allowed us to build trusted, long-standing relationships with our clients.
Start With A PlanHow and where you choose to invest your assets are very personal endeavors. Having a clear understanding of the short and long-term goals for your business, lifestyle and loved ones, as well as your tolerance for risk, guides how our investment advisors at Indie Asset Partners craft your portfolio. Click here to learn more about our financial planning process.
Well Rounded Investment AdviceWealth can come from many sources—a business, stock options, inheritance, 401K investments, etc. We take the time to delve into the details of all the elements that make up your net worth, considering your full financial picture in our investment strategies.
Portfolio ConstructionIndie Asset Partners advisors choose a mix of assets for your investment portfolio based on your goals, the current market and our expectations for the future, not on commission structure; our fees are based on the value of your portfolio. Our goal is to create a long-term relationship with you and building a portfolio that manages your wealth in a manner that best suits you.
Ongoing Portfolio and Goal MonitoringOnce your portfolio is set, our work does not stop there. We believe in constant review and monitoring of your investments to ensure they continue to support your goals. Expect consistent communication with us, from regular emails, blog posts and telephone calls, to yearly performance reviews. As a service-oriented capital management firm, we purposely limit our client base, allowing us to offer a more personalized experience.
Financial PlanningIndie Asset Partners' financial planning process leads you through constructing a clear vision of your personal, business and family goals, and preparing your finances to support that vision. As a firm of independent thinkers, our advisors apply our own knowledge and experience into crafting a strategy uniquely tailored to you. Based on what you want to achieve, plans can include retirement planning, college education planning, estate planning, and insurance analysis.
Understanding RiskA driving factor behind financial planning is risk tolerance. Our experience in managing investments during the 2000 and 2008 bear markets gave us valuable insight on guiding clients; by getting to know you, we will have a clear understanding of how all parties involved will react to market fluctuations. Risk influences the amount of money you will need to achieve your plan, regardless of what the stock markets do. Identifying your tolerance helps determine how conservative the tools within your plan should be, allowing you to make investment decisions that are more likely to last long-term. We examine your saving and debt habits, which can uncover attitudes toward risk. Additionally, we advise you on how to change your risk tolerance if it is hindering your financial goals.
A Personalized ApproachFor the investment advisors at Indie Asset Partners, financial planning requires a personal relationship with you. It is important to us that you understand the strategy behind the elements of your plan. We are always available for questions and discussions. When your portfolio is under our care, you can rest assured that your assets are constantly being reevaluated to ensure the current market is still supporting your goals. Due to the highly personalized nature of our work, we purposely keep a selective client base, so we may serve our clients well.
Indie Asset Partners offers retirement planning services for businesses, organizations and individuals.
Retirement Planning Management
Businesses & OrganizationsAs an employer, it is in your best interest to retain good employees. Part of achieving that goal is to offer benefits your employees will value while watching your bottom line. Indie Asset Partners is well equipped to be your partner and advisor for your employee retirement planning.
• We help to mitigate liability by guiding you in meeting your fiduciary duties. Our investment advisors may assist you in creating an investment policy statement, forming an investment committee, and documenting the performance of the fiduciary duties required by ERISA. Through quarterly investment committee meetings, mutual funds are monitored to ensure adherence to our strict guidelines within our investment policy statement.
• We provide education for your employees, coming on site at least once a year to meet with them and answer their questions regarding the plan or the stock market in general.
Indie Asset Partners will work with you to make your retirement plan both a selling point to a potential employee as well as a valued benefit to your current staff.