A complete list of active advisors currently associated with Mindset Wealth Management, LLC
Warmer can help you find a great advisor at Mindset Wealth Management, LLC or one who fits your needs even better.
Mindset Wealth Management, LLC provides discretionary investment management and financial planning to a mix of individual and institutional clients, including high-net-worth individuals, trusts, retirement plan participants, and businesses. The firm manages roughly $445 million for about 275 clients and typically requires a portfolio minimum of $100,000 to establish a relationship. Portfolios are constructed using a blend of fundamental and technical analysis, Modern Portfolio Theory, tactical asset allocation, and both active and passive strategies, with ongoing monitoring and periodic rebalancing to align with client profiles. The firm also deploys derivatives and borrowing within separately managed accounts—using options strategies such as covered calls, spreads/straddles, and cash- or margin-secured puts, and employing margin for tailored leveraged strategies—only where appropriate and with client authorization. What is distinctive about Mindset relative to many similar team firms is its explicit use of derivatives and margin in SMA management, practices that are relatively uncommon among peers and are governed by specific policies and client consent requirements. The firm operates within a related-adviser structure and relies on an external platform relationship for reporting and operational support, and it generally does not vote proxies for client-held equity securities.
To learn more about the advisors currently working at Mindset Wealth Management, 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 |
|---|---|---|
Indianapolis, IN
| 13
| |
Indianapolis, IN
| 15
| |
Indianapolis, IN
| 10
| |
Indianapolis, IN
| 11
|
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