Indianapolis, IN North Meridian Office

Investment Advisors of Indianapolis, Inc. provides fee-based portfolio management and investment supervisory services to individuals, trusts, churches, self‑employed professionals, small businesses, and pension and profit‑sharing plans, and manages IRAs, rollover accounts, living trusts and custodial accounts. The firm offers both discretionary and non‑discretionary management and charges percentage‑of‑assets fees for its advisory services.

The firm follows a long-term, fundamental value-investing approach grounded in Benjamin Graham–style analysis, emphasizing intrinsic value and a margin of safety (the brochure cites target discounts in the 40–50% range). Portfolio construction relies on company-level fundamental research, a focus on shareholder‑oriented management, and consideration of client tax preferences and any written investment restrictions.

Compared with many peers, IAI is a small, owner‑managed adviser overseeing roughly $108 million across about 107 accounts as of December 31, 2025, and explicitly notes management of not‑for‑profits and churches alongside individual accounts. The firm also discloses it has no other financial industry affiliations, maintains a written Code of Ethics, uses broker relationships (including payment for research services), and generally operates under discretionary trading authority.