A complete list of active advisors currently associated with IndiWealth
Warmer can help you find a great advisor at IndiWealth or one who fits your needs even better.
IndiWealth LLC provides portfolio management and financial planning to individuals (including high‑net‑worth clients), as well as charitable organizations and corporate entities. The firm also publishes a free weekly IndiWealth Newsletter delivered electronically and states there is no account minimum for its services. The firm documents an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management with regular monitoring and quarterly reporting through client custodians. IndiWealth employs a mix of analytical approaches — including modern portfolio theory, fundamental and quantitative analysis, charting/technical methods — and uses instruments such as ETFs, REITs, TIPS, commodities, annuities and options (including covered, uncovered and spread strategies). Noteworthy among peers, IndiWealth explicitly serves institutional clients (charitable organizations and corporations), a service less common for independent advisers, while also maintaining a regularly published weekly newsletter. The brochure discloses the use of custodians such as Schwab Institutional and Altruist, and it notes affiliated outside business activities and written policies intended to address potential conflicts of interest and the fair allocation of investment opportunities.
To learn more about the advisors currently working at IndiWealth, 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 |
|---|---|---|
Maple Grove, MN
| 11
|
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