About Us
IndiCo Capital, LLC, is a uniquely experienced multi-family wealth advisory firm that provides tailored guidance and investment advice for a select group of high net worth individuals and families both locally and around the world.
We design and implement portfolios for our clients based on sound investing principles that have withstood the test of multiple market cycles.
Why Us:
Performance, Transparency, and Analytical Rigor
We bring 35+ years of investment experience, and rely on an investment philosophy and process that helps us filter out the noise.
Our clients have access to a world of thoroughly screened investment options and a risk management framework that values capital preservation.
We provide tailored guidance based on a thorough understanding of your goals, risk tolerance, and the “why” behind your investments.
We offer our clients a simple, transparent fee structure with no hidden costs or conflicts of interest.
Our clients are assured that we have aligned interests, as we personally invest in our recommended offerings.
Our Approach
We combine the simplicity of passive investing with institutional quality active management
Passive
Core
We rely on low-cost ETFs
We minimize drags from fees, trading, and taxes
We avoid unnecessary complexity
STAY THE COURSE
Active
Alpha
We rely on active managers selectively,
i.e. , when expertise matters
We use alternatives sparingly, to tap unique, attractive opportunities
Opportunistic
Overlay
We seek to take advantage of market dislocations
We capitalize on material valuation discrepancies