Traditional Library

Our Approach:

We manage and report on your assets regularly. 

When you need us, you get us! We believe that frequent conversations about Financial ​Reporting and Analysis with you is ​imperative for building relationships of mutual ​respect and trust.

Our Firm is based on Integrity, Discipline and Experience. We offer the Professional ​Portfolio Management skills found at ​larger institutions coupled with the personal ​service only a boutique can provide.

Image by Adeolu Eletu

Our Experience:

Single family-owned businesses, professional associations, ​significant life events.

 

We utilize Pershing, a subsidiary of BNY Mellon, as our custodian which gives us the ability ​to meet you - our valued client - ​exactly where you are in your financial journey.

INDFG utilizes the Science of Investment Theory, drawing heavily from the established ​framework of Asset Allocation. Our ​open architecture provides limitless opportunities to seek ​best-in-breed, low cost and globally diversified investment vehicles ​necessary to address risk ​environments in the 21st Century.