Indie Asset Partners, LLC Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Indie Asset Partners, LLC provides advisory support in financial services to high net worth individuals, groups, and institutions, tailoring asset strategies to align with each client's objectives and risk tolerance. The firm emphasizes diversification and a disciplined management approach to reduce exposure to market volatility, underpinned by proprietary research and methodical portfolio balancing in response to market conditions. The team leverages extensive experience across various market cycles to inform decision-making.

Portfolios are constructed across a range of asset classes—including equities, bonds, currencies, commodities, and alternative funds—and are customized to help clients pursue their goals with an appropriate balance of risk and return. Based in Carmel, Indiana, Indie Asset Partners is a small to mid-sized practice within financial services; in 2019 the firm added a new team member, Robert J. Dalzell.

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