Advisors near Terre Haute, Indiana
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WABASH CAPITAL, INC.
WABASH CAPITAL, INC.
Terre Haute, Indiana
Wabash Capital, Inc. is a highly esteemed investment advisory firm based out of Terre Haute, Indiana. With a team of four dedicated professionals, they offer top-notch investment advisory services to a diverse clientele. Wabash Capital's average assets under management per investment advisor stand at an impressive $1,728,380,000, surpassing the industry average by a significant margin. Their compensation structure is designed to align their interests with their clients, incorporating various types of fees such as a percentage of assets under management and performance-based fees. Wabash Capital manages over $131,593,000 in assets for more than 500 individual clients, displaying their competence and expertise in the field. A notable aspect of Wabash Capital's portfolio is that approximately half of their assets under management originate from employer 401Ks and individual accounts, indicating their substantial experience in this domain. Moreover, all of the assets managed by the firm are discretionary, demonstrating the trust and confidence their clients place in their expertise. Wabash Capital, Inc. operates as a small yet influential investment advisory firm, with three offices strategically positioned across Terre Haute. Among their team, several of the longest-tenured advisors include Ginger Scott, Donald Edwards, and James Exline, who bring extensive knowledge and industry experience to the table. With their strong track record, commitment to excellence, and personalized approach to client services, Wabash Capital, Inc. continues to make its mark in the investment advisory landscape, earning the trust and loyalty of its esteemed clientele.
PRAIRIE RIVERS INVESTMENTS, LLC
PRAIRIE RIVERS INVESTMENTS, LLC
Robinson, Illinois
Prairie Rivers Investments, LLC, based out of Robinson, IL, is a reputable small investment advisory firm serving a diverse clientele. With over 240 individual clients, they manage a substantial portfolio of assets, amounting to over $172,600,000. Specializing in employer 401Ks and individual investment management, Prairie Rivers Investments, LLC possesses extensive expertise in this field. As a company, Prairie Rivers Investments, LLC prides itself on its discretionary management approach, with 99% of the assets they handle falling under this category. Their compensation structure is flexible and tailored to meet the needs of their clients, including a percentage of assets under management, hourly charges, and fixed fees. With a team of five dedicated professionals, Prairie Rivers Investments, LLC ensures personalized and attentive service to their valued clients. Among the team, three advisors specifically focus on investment advisory services. The firm maintains an average assets under management per investment advisor of approximately $57,530,000, in line with the industry standard. Notably, Prairie Rivers Investments, LLC boasts a team of experienced advisors, including Ryan Keen, Kyle Dishong, and Patrick Keen, who have played integral roles in the firm's success. Their collective expertise and industry knowledge contribute to the delivery of reliable and effective investment strategies. Prairie Rivers Investments, LLC remains committed to serving its clients with integrity, transparency, and a client-centric approach. Through their comprehensive range of services and experienced team, they continue to provide exceptional financial guidance and assist clients in achieving their investment goals.