Robert J. Dalzell

Jenny Scheffsky
February 1, 2018
Kyla Prows
May 7, 2019
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Robert J. Dalzell

 

Robert J. Dalzell
WEALTH MANAGER


Bobby is a Certified Wealth Strategist ®, and joined IAP from Wells Fargo Advisors, where he had worked since 2010.

As a second-generation advisor, Bobby helps to build, manage, protect, and transition wealth for a select group of business owners, families, and institutions. Investors have trusted the Dalzell name to guide them financially for over half a century, and Bobby is committed to continuing that legacy of care for generations to come. He believes in using the time-honored classical foundations of investing and complementing them with the modern strategies available in the industry today.

Born and raised in Indianapolis, Bobby is a proud alumnus of Cathedral High School, Indiana University, and the Indiana Leadership Forum. He has served on the board of trustees for the Booth Tarkington Civic Theater since 2015. He owns and operates Prixmier, LLC, a Motorsports services business.

Indie Asset Partners
Indie Asset Partners
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.