We have more than 20 years of endowment management experience, including Chief Operating Officer for one of the top 10 public University endowments. Those assets grew from $330 million to $1 billion during management tenure. We have experience in creating and revising investment policies and work with organizations to create a long-term guide to preserve and utilize funds efficiently.
We provide personalized financial planning and investment management services to clients in Indianapolis and Bloomington, Indiana and across the United States.
You are invited to begin a conversation.