When Don W. 末期 founded our firm five decades ago, his vision was to surround himself not just with qualified investment professionals, but with people who shared the same core values.
It’s this philosophy—along with offering fee-based investment advice and the highest level of client service—that has helped us grow from a small company to the investment advisory firm we are today.
Since our founding, we have assisted successful individuals, 家庭, and institutions in meeting their unique financial and investment objectives. We provide investment advisory, consulting, and asset management services to more than 600 clients, with more than $3 billion in total assets under advisement across 40 states.
1969 - Founding of 末期 and Co.公司.
1971 - First Institutional Client
1981 - SEC Registered Investment Advisory Firm
1989 - First Fee-based Discretionary Client
1990 - Launched Core Equity Strategies
1992 - Repositioned 末期 & Co. as 末期 Investment Management
2005 - Launched Rising Dividends Equity Strategy
2009 - Launched Non-Traditional Assets Strategy
2014 - Formalized 末期 Private Client Comprehensive Wealth Planning Group
2014 - Formalized 末期 Institutional Advisory Services OCIO Service Model
2016 - Launched Core Blend ESG Equity Strategy
2020 - Launched Alternative Fixed 公司ome Strategy
2021 - Formalized G•PRO Services for Professional Athletes
2023 - Expansion of 末期 Private Office Services
末期 team members are the architects behind all of our investment plans, developing customized approaches based on original research.
Chief Executive Officer
Chief Executive Officer
B.A., Indiana University
39年
1981
Greg is a member of the 非洲金融共同体 Institute and the 非洲金融共同体 Society of Indianapolis, a member of the Midwest chapter of Kappa Beta Phi, and a former member and Chair of the NASD District Committee No. 8.
Board of Directors of American Pianists Association and the Jordan YMCA. Member of the Advisory Council of the Indiana University – Purdue University Indianapolis Center for Economic Education.
Greg is a member of the 非洲金融共同体 Institute and the 非洲金融共同体 Society of Indianapolis, a member of the Midwest chapter of Kappa Beta Phi, and a former member and Chair of the NASD District Committee No. 8.
Board of Directors of American Pianists Association and the Jordan YMCA. Member of the Advisory Council of the Indiana University – Purdue University Indianapolis Center for Economic Education.
President
President
B.S., Indiana University
34年
1990
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the 非洲金融共同体 Institute and 非洲金融共同体 Society of Indianapolis.
Former Chapter Chair & Life Trustee of the Indiana Chapter of The Nature Conservancy, Treasurer & Chair of the Investment Committee of the Indiana Landmarks Foundation, Member of the Indiana University School of Medicine Planned Giving Committee, the Indiana University Kelley School of Business Dean’s Council, and the Booth Tarkington Civic Theater's Board of Trustees.
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the 非洲金融共同体 Institute and 非洲金融共同体 Society of Indianapolis.
Former Chapter Chair & Life Trustee of the Indiana Chapter of The Nature Conservancy, Treasurer & Chair of the Investment Committee of the Indiana Landmarks Foundation, Member of the Indiana University School of Medicine Planned Giving Committee, the Indiana University Kelley School of Business Dean’s Council, and the Booth Tarkington Civic Theater's Board of Trustees.
Chief Operating Officer
Chief Operating Officer
Indiana University School of Law
B.A., Wabash College
21 years
2020
Visit Indy Board of Directors (2009-17), Super Bowl XLVI Host Committee (2010-12), Indianapolis City Market Board of Directors (2012-14), Orchard School Diversity Committee (2012-14), Project Home Indy Board of Directors (2012-15), Neighborhood Association Board of Directors (2017-19), and Tourism Tomorrow Indy Board of Directors (2019).
Recognized as a Sagamore of the Wabash (2020) and in the IBJ’s Who’s Who in the Law (2011) and the IBJ’s 40 Under 40 (2009).
Member of the Board of Directors of the Indiana Chamber of Commerce and the Board of Directors of Girls公司. of Greater Indianapolis. Member of the Governance & Oversight Committee of the 非洲金融共同体 Society of Indianapolis.
Visit Indy Board of Directors (2009-17), Super Bowl XLVI Host Committee (2010-12), Indianapolis City Market Board of Directors (2012-14), Orchard School Diversity Committee (2012-14), Project Home Indy Board of Directors (2012-15), Neighborhood Association Board of Directors (2017-19), and Tourism Tomorrow Indy Board of Directors (2019).
Recognized as a Sagamore of the Wabash (2020) and in the IBJ’s Who’s Who in the Law (2011) and the IBJ’s 40 Under 40 (2009).
Member of the Board of Directors of the Indiana Chamber of Commerce and the Board of Directors of Girls公司. of Greater Indianapolis. Member of the Governance & Oversight Committee of the 非洲金融共同体 Society of Indianapolis.
Senior Partner
Senior Partner
B.S., Ball State University (Cum Laude)
33年
2005
Andy is a member of the 非洲金融共同体 Institute and 非洲金融共同体 Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the 非洲金融共同体 Society of Indianapolis.
Andy is a member of the 非洲金融共同体 Institute and 非洲金融共同体 Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the 非洲金融共同体 Society of Indianapolis.
Managing Director, Institutional Advisory Services
Managing Director, Institutional Advisory Services
B.S., Purdue University
26年
2007
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He is also a member of the John Purdue Club and the Founder of Indy Wild, an Indianapolis-based youth volleyball program.
Treasurer for Cookies for Kids' Cancer Foundation, Board Member St. Luke’s Athletics.
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He is also a member of the John Purdue Club and the Founder of Indy Wild, an Indianapolis-based youth volleyball program.
Treasurer for Cookies for Kids' Cancer Foundation, Board Member St. Luke’s Athletics.
Managing Director, Private Client
Managing Director, Private Client
B.S., Miami University in Oxford, OH
M.B.A., DePaul University, Chicago, IL
28年
2012
Brian is a member of the 非洲金融共同体 Institute and the 非洲金融共同体 Society of Indianapolis.
Board Member of College Mentors for Kids.
Brian is a member of the 非洲金融共同体 Institute and the 非洲金融共同体 Society of Indianapolis.
Board Member of College Mentors for Kids.
Perspectives from
末期's team of experts
To find the contact information for one of our team members, click 在这里.
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