Indie Asset Partners, LLC
Indie Asset Partners, LLC is a registered investment advisory firm headquartered in Carmel, Indiana, founded in 2010. The firm serves a broad range of clients, including individuals, high-net-worth families, and institutions. It provides services such as financial planning, portfolio management, family office support, and retirement plan advisory. Indie Asset Partners is led by principal owners Grady J. Gaynor and Kevin M. Alerding. The firm employs a team of approximately 9 professionals and also acts as an adviser to affiliated private funds recommended to clients as appropriate.
Investment Strategy
Indie Asset Partners, LLC develops individualized financial plans with each client, focusing on their specific investment experience, financial situation, and goals. The firm's portfolio management includes the use of affiliated and nonaffiliated funds, alternative investments, and public securities. It provides family office, retirement plan advisory, and direct management of client portfolios, emphasizing client-specific asset allocations and risk profiles. Indie Asset Partners also serves as adviser and investment manager for affiliated private funds such as the Indie Diversified Income Fund, employing both asset-based and performance-based fee structures where appropriate.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEU | VANGUARD INTL EQUITY INDEX F | 9.70% | $5.3M | 79,311 | $67.22 | $67.22 | +$5.3M |
A AAPL | APPLE INC | 7.77% | $4.3M | 20,826 | $82.60 | $205.17 | -$3.4M |
M MSFT | MICROSOFT CORP | 7.31% | $4.0M | 8,074 | $267.16 | $497.41 | +$644.1K |
N NVDA | NVIDIA CORPORATION | 4.64% | $2.5M | 16,140 | $82.09 | $157.99 | +$905.3K |
V VDE | VANGUARD WORLD FD | 3.81% | $2.1M | 17,582 | $80.85 | $119.12 | -$411.3K |