Above & Beyond Investments, LLC

Overview

Above & Beyond Investments, LLC is an Indiana-registered independent registered investment adviser operating as a limited liability company and run under individual ownership. The firm positions itself as a holistic adviser for individuals and families, combining financial planning with portfolio management for individuals and small businesses. Its advisory services include selection of other advisers and educational seminars/workshops, and it also performs business activities as an insurance broker and an accountant. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, fixed fees and other fee types. The firm identifies as a capital allocator and places client capital with third-party managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices