Indianapolis, IN Woodfield Crossing Blvd Office

The firm provides discretionary investment management and financial planning to individuals and families, business owners, charitable organizations, private foundations, and other professional advisors. Services include continuous asset management through model portfolios, retirement and estate planning support, and insurance analysis, with quarterly custodian statements and periodic performance reporting for larger accounts.

Investment decisions are driven by committee-managed model portfolios (including named value, income, growth, tactical value/growth and specialized income models) using primarily fundamental analysis supplemented by technical analysis for tactical strategies. The firm implements option strategies (covered calls, puts, and option writing) and emphasizes tax-aware portfolio management, with options and certain strategies available only for selected, sophisticated clients after additional agreements.

Distinctive features include the firm’s role providing model-portfolio management to an affiliated registered investment adviser established by the owner, senior investment personnel who maintain other investment ventures and quantitative research activities, and a structured Strategic Income Portfolio Program that focuses on $25 par preferreds and related subprograms (PIP, NCP, SCP). The firm also discloses custody arrangements that permit ongoing disbursements through client agreements, the owner holds an insurance license and the brochure reports no disciplinary history.