INVESTMENT MANAGEMENT WEALTH MANAGEMENT
OUR PHILOSOPHY
What are your investment goals?
When it comes to investing, there is no “one size fits all” approach. We create a customized investment plan designed to meet your financial goals – with or without a trust account. More than half our managed assets are non-trust accounts for individuals and institutions.
Our in-house team of professionals includes:
As fiduciaries, we help clients simplify the complexities of investing with unbiased advice.
To learn more about our capabilities, schedule an appointment at your convenience. Call us at: 317-268-8178
OUR PHILOSOPHY
What are your investment goals?
When it comes to investing, there is no “one size fits all” approach. We create a customized investment plan designed to meet your financial goals – with or without a trust account. More than half our managed assets are non-trust accounts for individuals and institutions.
Our in-house team of professionals includes:
- Attorneys
- Chartered Financial Analyst charter holders (CFA®)
- Certified Financial Planner (CFP®) certificants
- Certified Public Accountants (CPA)
- Certified Retirement Services Professional (CRSP)
- Certified Corporate Trust Specialists (CCTS)
- Investment Management Accounts
- Personal Trusts
- Dynasty Trusts
- IRA/Rollover Accounts
- Foundation/Endowment Accounts
- Employee-Sponsored Retirement Plans
- Self-Directed Investment Portfolios
As fiduciaries, we help clients simplify the complexities of investing with unbiased advice.
To learn more about our capabilities, schedule an appointment at your convenience. Call us at: 317-268-8178