Indiano Capital Management

Indiano Capital Management, Inc. is a registered investment adviser founded in 1998 by Matthew Indiano, who has over 32 years of investment advisory experience. The firm manages assets totaling $275,561,867 on a discretionary basis for individuals, trusts, estates, institutions, and pension plans. Their investment management services involve creating custom investment plans based on client objectives, risk tolerance, and time horizons. Investment strategies include domestic and foreign equity securities, corporate bonds, government securities, and mutual funds. Fees are based on a percentage of assets under management and are billed quarterly. For equity-focused accounts, fees range from 1.00% to 0.40%, while fixed income accounts are charged between 0.60% and 0.30%. Clients have the option to be billed directly or have fees deducted from their accounts. The firm does not charge performance-based fees and provides services to individuals, high net worth clients, insurance companies, and corporations without a minimum account size requirement. Indiano Capital Management primarily uses fundamental and technical analysis to formulate investment advice. Risks associated with their strategies include market, management, fundamental analysis, technical analysis, fixed income market, margin, and credit risks. The firm operates as a fiduciary, with no reportable disciplinary events. Clients' assets are held by qualified custodians, and the firm offers investment discretion with the ability for clients to place restrictions on investments.