Mindset Asset Management, LLC

Mindset Asset Management, LLC is a registered investment advisor headquartered in Indianapolis, Indiana. The firm primarily offers discretionary investment management and consulting services to other financial advisors as a third-party manager or sub-advisor. Mindset develops customized investment strategies using a variety of asset classes, including equity securities, fixed-income securities, alternatives, mutual funds, and independent managers. The firm employs fundamental, cyclical, charting, and technical analysis, along with strategies such as modern portfolio theory, tactical asset allocation, and diversification, to align portfolios with client objectives and risk tolerance. Mindset is wholly owned by Mindset Holding Company LLC.