Indianapolis, IN Angola Ct Office

Fuhrmann Capital provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, corporations and pension plans. The firm tailors advisory services to each client by gathering information on return objectives, risk tolerances, tax profiles and unique circumstances such as family business ownership or estate‑planning needs.

The firm pursues long‑term, after‑tax capital appreciation through a bottoms‑up, buy‑and‑hold approach focused primarily on individual U.S. equities with a three‑to‑five‑year investment horizon and low portfolio turnover to limit realized capital gains. Fixed‑income exposure is typically implemented with individual positions held to maturity to maximize yield for a given maturity, with limited use of low‑cost passive funds or alternatives when appropriate for a client’s objectives.

Distinctive features include an equity‑centric strategy that emphasizes individual stock selection rather than predominantly using pooled funds, and no stated account minimum for client relationships. The firm discloses receipt of custodian‑provided research and technology services, allows personal holdings that mirror client holdings while following a written code to prioritize client transactions, and purchases third‑party lead referrals (SmartAsset) as part of its client‑acquisition process.