Indie Asset Partners offers investment advisory services for high net worth individuals, groups or institutions. Each engagement begins with gaining a firm understanding of clients’ needs, goals, and risk tolerance. We then manage their assets to reflect those characteristics. For each and every portfolio we touch, we always remain true to our primary philosophy: managing your money as if it were our own.
At Indie Asset Partners, our investment disciplines and strategies are our own, based on a set of criteria formulated over 20 years of managing the wealth of our clients. Our investment advisors have extensive experience in managing sizable 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.
Investment Advisory Services, Alternative Investments, Financial Planning, and Retirement Planning Management