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.
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.