Kevin Alerding
February 1, 2018Robert J. Dalzell
January 9, 2019Jenny studied accounting and finance at The Kelly School of Business at Indiana University, Indianapolis. She has over 15 years of experience in client relations and administrative roles, with an emphasis on estate planning, trusts, and non-profits. Working in Indie Asset Partners’ Family Office, Jenny serves as liaison to high net worth families and helps with their organizational and administrative needs. Jenny and her husband reside in Westfield, Indiana. In her spare time, Jenny enjoys traveling, cooking, and reading.
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.