The IndiePlan Model Portfolio Review™ for Registered Investment Advisers

The IndiePlan Model Portfolio Review™ is a non-discretionary consulting service offered to other Registered Investment Advisers. It is a tailored analytical review designed to provide independent, holistic analysis of RIA model portfolios.

All of our analysis is a product of our own data gathering, research, and professional opinions. We do not rely on inputs from assets management firms, fund wholesalers, or other sponsors of model portfolios. We are not compensated by any third parties for this work.

Contact us if you are an independent RIA and would like to explore this Service. It can used as a component of one-time investment process reviews, or be integrated into your ongoing investment monitoring program.