Kevin Alerding

Director, Family Office, Indie Asset Partners and Of Counsel, Lewis Wagner

Role: Director, Family Office at Indie Asset Partners, Llc
Location: Indianapolis, IN, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Kevin Alerding

Certified Exit Planning Advisor (CEPA)

Experience

Director, Family Office
Indie Asset Partners, Llc
Feb 2018 — Present · Indianapolis, IN, US

Education

Indiana University Robert H. McKinney School of Law
Doctor of Law (J.D.), Law
1992 — 1995
Ball State University
Bachelor of Science, Corporate Financial Management
1988 — 1992
Ball State University - Miller College of Business
Bachelor of Science, Corporate Financial Management
1988 — 1992

Contact information

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Work email
•••••@indieasset.com
Personal email
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Current company

Indie Asset Partners, Llc

Financial Services · 13 employees · Carmel, Indiana, United States

Indie Asset Partners offers investment advisory services for high net worth individuals, groups, and institutions. Each engagement begins with gaining a firm understanding of clients’ needs, goals, and risk tolerance. We then manage their assets to reflect those characteristics. We advise a number of clients whose main goals are wealth preservation and steady income, while others prefer the perceived risk of greater returns. Our primary philosophy is managing your money as if it were our own. At Indie Asset Partners, our investment disciplines and strategies are our own. We focus on reducing exposure to market volatility through diversification and the use of technical and macroeconomic analysis. We strive to anticipate and take advantage of market trends through use of a disciplined asset management approach. We find value across a variety of asset classes like common and preferred equities, bonds, currencies, commodities, and alternative funds, creating individualized, balanced portfolios that support the goals of our clients. Our team of investment advisors has a wide range of collective experience in managing portfolios through good and bad times, bull and bear markets, and periods of high volatility. This experience has led us to create proprietary research and methodology focused on regularly balancing a mix of assets based upon market conditions. In the end, our goal is to achieve positive returns at risk levels comfortable for each of our clients. Please visit our website for more information about our services. Indie Asset Partners does not approve or endorse any third-party communications on this site.

indieasset.com

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About Kevin Alerding

Experience

Director, Family Office

Education

Indiana University Robert H. McKinney School of Law

Ball State University

Ball State University - Miller College of Business

Find verified contacts for anyone on LinkedIn