Our Products

Equity Portfolio Management
With a focus on capital preservation and appreciation, we concentrate on mid to large capitalized companies using a bottom-up investment approach. We screen over 7,000 companies to find those that meet our stringent investment criteria, and invest in only the most promising securities. We will keep you informed on the status of your holdings by sending you quarterly reports on portfolio performance.

Fixed Income
Corporate and Treasury Bonds
Designed for current income and capital appreciation, this option offers those desiring fixed income an opportunity to maximize their financial resources. Our firm will focus your investments in high quality securities that meet your specific needs.
Municipal Bonds
Municipal Bond portfolios are aimed at maximizing after tax returns. Like our corporate and Treasury Bond Portfolio, this option invests in the highest quality bonds.

Asset Allocation Investment Plans
We assess your needs, goals, and risk tolerance to optimize results, while minimizing the volatility of your capital. We will help you determine what percentage of each asset class (Stocks, Bonds, Cash) would be best suited for your investment needs. Your portfolio will be balanced quarterly to maintain desired investment allocations.

401(k) Plan Start Up and Management
We can help your business initiate and manage a 401(k) retirement plan. We
will work with you to customize the plan that best meet your needs. Our firm will formulate an investment approach to achieve desired results, educate your employees about the plan, and provide investment performance reports to plan participants.

Rest While You Invest
You can rest assured with Rest While You Invest, an easy way to ensure that your money is being managed appropriately and efficiently. One of our professional investment specialists will review the investments that you or your organization have established outside of our firm to make sure that your dollars are being well-managed and invested in the most appropriate securities.

If you have any questions, or would like to discuss your investment options with one of our specialists, please call or send us email at invest@indiano.com