Independent RIA specializing in portfolio management. High client retention, with the ability to manage and maintain quality long-term relationships. We employ a very disciplined investment approach, with emphasis on individual stocks, ETF's and individual bonds. Customization is important to our client base.
Looking to grow by acquisition/succession. In addition, we are looking to add an advisor if a like-minded candidate with experience is interested in joining our firm. Currently maintain offices in Indiana and Illinois.