We appreciate the opportunity to acquaint you with the services and personnel of Investment Advisors of Indianapolis. We provide fee-based professional portfolio management for our clients, ranging from individuals, trusts, churches, pension and profit sharing plans for self-employed professionals, company owners and their employees.
In selecting a firm to assist you in managing your money you'll want to review the Advisor's compatibility with your goals and objectives. We hope you'll have a better understanding of our approach to investing after you review this material. However, we welcome the opportunity to meet with you in person to tailor a program specific to your investment requirements.
In selecting a firm to assist you in managing your money you'll want to review the Advisor's compatibility with your goals and objectives. We hope you'll have a better understanding of our approach to investing after you review this material. However, we welcome the opportunity to meet with you in person to tailor a program specific to your investment requirements.
Services
MARK R. DURHAM.For the eight years prior to forming IAII, Mark was Vice President and Manager for Smith Barney, as well as EFHutton. He also served as an EFHutton Portfolio Manager, a fee-based portfolio management program. Prior to these positions, he was a U.S. Naval Officer. Mark receivedhis Bachelors and MBA from Southern Illinois University.
We are long term investors using stocks and bonds in high quality companies with established track records to build portfolios for growth and income or equities for growth. We evaluate securities using fundamental analysis and information provided by company earnings reports, annual reports, industry research and analysts reports.
Your money is held in custody with one of our custodian service providers such as Fidelity Investments or Charles Schwab. We can recommend a custodian and help you establish a new account. Because the account will be in your name, you will have access to your funds. We typically have investment authority to place trades on your behalf and reinvest proceeds without your prior approval.
To get started we recommend a meeting with one of our advisors to get an idea of what your long term goals are and how our investment approach fits with your investment requirements. Step two is establishing an account with one of our custodial providers (see Custodians). Step three is to review our fee schedule and our ADV Part II brochure.
We firmly believe that profitable investment opportunities exist from time to time each year in the purchase of the common stock in well-established companies. In tracking a number of such companies closely we see the prices of their stock fluctuate far greater than the value of their underlying businesses.
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