About
A Trust Investment Advisor manages the investments in each customized portfolio. Each plan is tailored to meet the risk parameters each of them determines together. Investment committee members monitor each portfolio daily based on asset allocation and portfolio construction. Besides managing the client relationship, they also manage the specific investments in each customized portfolio.
Position in the VCSift Database
- • 33,888 investors in VCSift focus on the fintech sector.
- • 258 investors are based in Indianapolis, Indiana, United States.
Data sourced from 410,343 investor profiles. Updated June 2026.
Investment Focus
- Sectors
- fintech
- Location
- Indianapolis, US
Contact Information
linkedin.com/in/••••••••
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