Top 19 Indiana-Based Asset Management Firms
Top 19 Indiana-Based Asset Management Firms
The asset management industry in Indiana is a vibrant mix of companies providing innovative financial solutions. These firms help individuals, families, and corporations wisely invest their capital to grow wealth over time. From managing varied portfolios, offering expert financial advice, to deploying wealth-building strategies, they offer a plethora of services. Given the rapidly evolving economic landscape, these companies could play a pivotal role in influencing Indiana's financial future by navigating the complexities of investing and asset management.
Top 19 asset management companies in Indiana
1. Archer Investment Corporation
- Website: archerinvestment.com
- Headquarters: Indianapolis, Indiana, United States
- Headcount: 51-200
Archer Investment Corporation is a Registered Investment Advisor that provides investment management solutions to individuals and families, based on a thorough understanding of each client’s situation and goals.
2. Goelzer Investment Management
- Website: goelzerinc.com
- Headquarters: Indianapolis, Indiana, United States
- Founded: 1969
- Headcount: 11-50
Goelzer is an investment management company dedicated to enriching the lives of their clients by providing expert financial advice and services. They offer portfolio management, wealth-building strategies, and insights into investments and markets.
3. Kirr, Marbach & Company, LLC
- Website: kirrmar.com
- Headquarters: Columbus, Indiana, United States
- Founded: 1975
- Headcount: 11-50
Kirr, Marbach & Company is a financial services firm that offers investment management services to its clients.
4. Fred Dallmayr
- Website: freddallmayr.com
- Headquarters: Notre Dame, Indiana, United States
- Headcount: 11-50
Fred Dallmayr is a company that offers investment management services to individuals and institutions.
5. Wesleyan Investment Foundation, Inc
- Website: wifonline.com
- Headquarters: Fishers, Indiana, United States
- Founded: 1946
- Headcount: 11-50
Wesleyan Investment Foundation is a financial company offering investment banking services and solutions to individuals, businesses, and organizations. They provide expertise in asset management, strategic financial planning, and investment advisory.
6. Winthrop Capital Management
- Website: winthropcm.com
- Headquarters: Indianapolis, Indiana, United States
- Founded: 2007
- Headcount: 11-50
- Latest funding type: Acquired
Winthrop Capital Management specializes in the management of investment grade and high yield fixed income portfolios. They also manage equity strategies and strive for excellence in all that they do.
7. Innovative Portfolios
- Website: innovativeportfolios.com
- Headquarters: Indianapolis, Indiana, United States
- Founded: 2015
- Headcount: 11-50
Innovative Portfolios is a highly experienced institutional money management firm offering actively managed portfolio strategies to financial professionals, RIAs, consultants, and institutional investors.
8. New Covenant Trust Company
- Website: newcovenanttrust.com
- Headquarters: Jeffersonville, Indiana, United States
- Founded: 1998
- Headcount: 11-50
New Covenant Trust Company is a full-service financial planning, investment management, and trust services firm that helps clients develop and implement customized investment and asset management solutions based on their specific needs and goals.
9. Wallington Asset Management
- Website: wallingtonasset.com
- Headquarters: Indianapolis, Indiana, United States
- Founded: 1988
- Headcount: 11-50
Wallington Asset Management is a boutique wealth management firm that offers personalized investment portfolios and financial planning services. With a focus on creating a path to financial security and peace of mind, they align themselves with their clients' unique goals and objectives. As an independent fee-only wealth manager, they deliver superior risk-adjusted returns and cost-effectiveness.
10. 40/86 Advisors
40|86 Advisors is a fixed income investment advisor that offers investment management services to clients seeking to grow and protect their wealth.
11. Capital Strategies
- Website: cap-strat.com
- Headquarters: Indianapolis, Indiana, United States
- Headcount: 11-50
Capital Strategies, Inc. is an independent registered investment advisor offering investment management and financial education programs to individual clients, trustees, and corporations throughout the United States.
12. Cashier
- Website: getcashier.com
- Headquarters: Indianapolis, Indiana, United States
- Headcount: 1-10
Cashier is a personal finance social platform that brings together all of your assets in one place. It allows you to track your net worth, investment portfolio, and various assets such as crypto, NFTs, bank accounts, stock investments, real estate, and vehicles. Cashier provides a comprehensive financial picture that you can share with selected individuals and companies.
13. cfd Investments
- Website: cfdinvestments.com
- Headquarters: Kokomo, Indiana, United States
- Founded: 1990
- Headcount: 11-50
CFD Investments is a financial services company based in Kokomo, Indiana. They offer a range of advisory services and securities through their registered broker/dealer, cfd Investments. With a team of registered advisers and financial professionals, CFD Investments provides personalized solutions to help individuals and businesses achieve their financial goals.
14. Dress For Success Indianapolis
- Website: indydfs.org
- Headquarters: Indianapolis, Indiana, United States
- Founded: 1999
- Headcount: 11-50
Indydfs.org is a company offering financial services to individuals and organizations.
15. Market Street Wealth Management Advisors
- Website: marketstreetwealthadvisors.com
- Headquarters: Indianapolis, Indiana, United States
- Founded: 1999
- Headcount: 11-50
Market Street is a wealth management and investment management firm based in Indianapolis, offering personalized financial solutions to individuals and businesses. With a team of experienced professionals, they provide clear and simple recommendations to help clients build and strengthen their financial future.
16. Warren County Learning Ctr
- Website: warrenadvantage.com
- Headquarters: Williamsport, Indiana, United States
- Headcount: 11-50
Warren Advantage is a company that offers a range of financial services and investment solutions. They specialize in providing strategic financial advice and investment management to individuals, businesses, and institutions.
17. Sheaff Brock Investment Advisors
- Website: sheaffbrock.com
- Headquarters: Indianapolis, Indiana, United States
- Founded: 2001
- Headcount: 11-50
Sheaff Brock is an independent investment firm focused on innovative investment strategies to enhance the portfolios of growth- and income-oriented investors. They challenge traditional assumptions about investing and prioritize equity ownership to grow portfolio value. With discipline and data, they design proprietary strategies to preserve capital and meet investor needs for income and growth, while considering volatility and risk.
18. DiscipleData, Inc.
- Website: ddi.org
- Headquarters: Indianapolis, Indiana, United States
- Founded: 1972
- Headcount: 11-50
DDI.org is a company that provides various services. It offers solutions for businesses and individuals to optimize their financial strategies and investments.
19. Bedel Financial Consulting
- Website: bedelfinancial.com
- Headquarters: Indianapolis, Indiana, United States
- Founded: 1989
- Headcount: 11-50
Bedel Financial is a comprehensive wealth management firm offering services in retirement planning, investment management, and multi-generational planning. We serve young affluent professionals and provide personalized solutions to protect and grow our clients' assets. Our team of experts is dedicated to helping clients achieve financial success and security.
Want to find more asset management companies?
If you want to find more companies that offer a variety of services including portfolio management, wealth strategies, and investment advice you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.
With Inven you'll also get to know the company's:
- Ownership: Which of these are private equity backed? Which are family-owned?
- Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
- Financials: How do these companies perform financially? What are their revenues and profit margins?
...and a lot more!
