A complete list of active advisors currently associated with Indigo Asset Management, Inc.

Warmer can help you find a great advisor at Indigo Asset Management, Inc. or one who fits your needs even better.

Indigo Asset Management provides discretionary portfolio management and other investment advice to individuals and their families, as well as businesses, retirement plans, trusts, and estates. The firm also assists with held‑away employer benefit accounts and offers pension consulting, including access to third‑party platforms to manage 401(k) and cash‑balance plan participant accounts without taking custody. The firm follows a prudent‑investor approach focused on strategic asset allocation and diversification, implementing portfolios mainly through pooled vehicles such as mutual funds and ETFs and employing tactical overlays when warranted. Accounts are managed on a discretionary basis with at least quarterly reviews, rebalancing, and written performance reporting to clients. Compared with many solo independent advisors, Indigo is unusual for offering pension consulting and for arranging independent‑access platform relationships to work with held‑away retirement plan assets. The firm is fee‑only, operates as a single‑advisor practice with roughly $11.2 million in AUM and a small client base, and requires clients to maintain custody and trade execution through its chosen custodian, which the firm notes provides institutional services that benefit its operations.

To learn more about the advisors currently working at Indigo Asset Management, Inc., 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.