We appreciate the opportunity to acquaint you with the services and personnel of Investment Advisors of Indianapolis. We provide fee-based professional portfolio management for our clients, ranging from individuals, trusts, churches, pension and profit sharing plans for self-employed professionals, company owners and their employees.
In selecting a firm to assist you in managing your money you'll want to review the Advisor's compatibility with your goals and objectives. We hope you'll have a better understanding of our approach to investing after you review this material. However, we welcome the opportunity to meet with you in person to tailor a program specific to your investment requirements.
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.... is to provide reliable, consistent, portfolio guidance to all of our clients. We develop a close personal relationship with our clients and are available for questions, opinions, or general investment strategy meetings. We can also provide specific portfolio updates at short notice should you require them for board meetings, etc.. Our clients are welcome to talk directly with our principals in order to stay up-to-date on the latest developments in the capital markets or their individual portfolios.
IAII is registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. It is also registered as an Investment Advisor with the Indiana Securities Commissioner under the provisions of the Indiana Securities Law.
Mark R. Durham mark@invadv.com Jeffrey A. Vogel jeff@invadv.com