A complete list of active advisors currently associated with Indie Asset Partners, LLC
Warmer can help you find a great advisor at Indie Asset Partners, LLC or one who fits your needs even better.
Indie Asset Partners advises individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and private investment funds, offering financial planning, portfolio management, multi-family office services and retirement-plan consulting. The firm also serves as investment adviser to several private pooled funds and requires or expects multi-family office clients to build and maintain a $5 million investment relationship over a defined period. The firm builds a Financial Profile and Investment Plan with each client and implements those plans on a discretionary or non‑discretionary basis, typically using ETFs, individual equities, mutual funds, fixed income, BDCs, DSTs and structured notes while recommending alternative investments where appropriate. It sources many alternative investments through third-party platforms (for example, iCapital), advises pooled vehicles (including affiliated private funds and multi‑series fund structures) and operates funds that assess performance-based allocations for eligible investors. Notable distinctions include a complex of affiliated entities that sponsor and manage private funds and series (creating layered adviser and manager relationships) and a private‑equity vehicle concentrated in a single pharmaceutical investment. The firm discloses that a principal also practices law and may refer clients for estate-planning work, that some affiliated funds use performance-based fee arrangements and present fund performance information, and that certain affiliated fund holdings have presented valuation and audit complexities because of illiquid underlying investments.
To learn more about the advisors currently working at Indie Asset Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 7
| |
Carmel, IN
| 11
| |
Indianapolis, IN
| 12
| |
Carmel, IN
| 24
|
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