Investment Advisors Of Indianapolis Inc

SEC-regulated
Registered investment advisor
Investment Advisors of Indianapolis, Inc. is a registered investment adviser founded in 1990 by Mark Durham and Jeff Vogel. The firm specializes in fee-based professional portfolio management and investment supervisory services for various clients, including individuals, trusts, churches, pension and profit-sharing plans, businesses, and not-for-profits. They offer tailored advisory services based on clients' needs, tax considerations, and investment preferences. The firm follows a long-term investment approach, focusing on high-quality stocks and bonds using fundamental analysis. Their investment philosophy includes buying sound businesses at reasonable prices, seeking a margin of safety, and assessing intrinsic value. Investment Advisors of Indianapolis charges fees based on a percentage of assets under management, with different fee structures for equity, balanced, and fixed income accounts. The firm does not charge performance-based fees and serves individuals, high net worth individuals, corporate pension plans, trusts, and charitable institutions. They do not have custody of client funds and do not vote proxies on behalf of clients. Durham and Vogel, the principal executive officers, have extensive experience in the investment industry. Clients receive regular account reviews and have the option to meet with the firm to discuss their investment requirements.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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