Sound Principles, Proven Results
Investment Advisors of Indianapolis, Inc. is a fee-based investment management firm that has been serving individuals, families, and institutions for over three decades. Our team of experienced professionals is dedicated to providing personalized investment advice and portfolio management services to help our clients achieve their financial goals.
Our History
We were founded in 1991 with the mission of providing high-quality investment management services to our clients. Our team of advisors has a combined experience of over 40 years in the financial markets, and we have a proven track record of delivering sound investment advice and portfolio performance to our clients.
Our Team
Our team of advisors is led by Mark R. Durham, who has over 30 years of experience in the investment industry. Mark has a Bachelor's degree in Business Administration and an MBA from Southern Illinois University. Our second advisor, Jeffrey A. Vogel, has over 30 years of experience in the financial industry and is a certified Financial Planning Professional.
Our Services
We offer a range of investment services to our clients, including portfolio management, investment advice, and retirement planning. Our services are designed to help our clients achieve their long-term financial goals, whether that is saving for retirement, growing their wealth, or protecting their assets.
Our Approach
At Investment Advisors of Indianapolis, Inc., we believe that every client is unique and requires a customized investment strategy. To achieve our clients' goals, we take a comprehensive approach to investment management. We provide personalized investment advice and portfolio management services to help our clients achieve their financial objectives.
Getting Started
To get started with our investment services, we recommend a meeting with one of our advisors to discuss your financial goals and investment requirements. We will work with you to develop a customized investment strategy that meets your needs and objectives.
Establishing an Account
To establish an account with us, you will need to work with one of our custodial providers, such as Fidelity Investments or Charles Schwab. We can help you set up a new account and provide guidance on managing your investments.
Investment Philosophy
Our investment philosophy is centered around the principles of prudence, patience, and discipline. We believe that a well-diversified portfolio that is regularly monitored and adjusted is the key to achieving long-term financial success.
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