Indianapolis, IN Office

The firm provides discretionary investment management and targeted financial advisory services to individuals (including high‑net‑worth), trusts and estates, endowments, foundations and other charitable organizations, corporations, and pension and profit‑sharing plans. In addition to portfolio management across cash, bonds, equities, ETFs and mutual funds, the firm offers retirement and pension consulting, retirement needs analysis, tax‑efficient distribution strategies, employee benefits planning, insurance and annuity reviews, and education planning.

The firm follows a consistent investment policy that is adjusted for each client’s circumstances and conducts quarterly reviews (with more frequent monitoring for active trading accounts). Its research combines charting and technical/cyclical analysis with fundamental research and institutional data, and the firm may employ short‑term trading, short sales and margin as part of its implementation while managing accounts on a discretionary basis.

Distinctive aspects include an insurance affiliation and licensed insurance distribution relationships that support the firm’s insurance and annuity services, and an explicit client focus that includes charitable organizations and pension/profit‑sharing plans—client types that are less common among similar independent advisers. The firm also has a long operating history and documents an uncommon administrative practice in its policies allowing certain accounting‑error funds arising from firm accounting errors to be directed to charity.