Jay BrammerJanuary 11, 2018
Anne SmithJanuary 11, 2018
CHIEF COMPLIANCE OFFICER
Donna has over ten years of experience in the investment field and serves Indie Asset Partners as its Chief Compliance Officer, overseeing the compliance program of the firm. Donna graduated from the University of Indianapolis with a B.A. in Business Administration and an A.A. in Paralegal Studies. Prior to working in the investment industry, Donna served as a paralegal to a business attorney for over 20 years. Donna and her husband reside in Carmel, Indiana, and have three children.
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.