IndiCo
A multi-family wealth management team that provides tailored guidance and investment advice for a select group of high-net-worth individuals and families around the world.
Our Personalized Approach
Our approach helps your future grow through disciplined investing, personalized guidance, and the flexibility to adapt as markets and opportunities evolve.
Client Focus
Pre-Retirees|Retirees
Locations served
California
About Us
With over three decades of investment experience, the IndiCo team has relied on an investment philosophy and process that helps filter out the noise. We provide tailored guidance based on a thorough understanding of your goals, risk tolerance, and the “why” behind your investments.
We serve our clients across passive, active, and opportunistic strategies.
We use low-cost ETFs to efficiently capture market returns while minimizing the drag from fees, trading, and taxes.
Where active management can add value, we are highly selective — partnering with skilled managers and incorporating alternative strategies to access differentiated, attractive opportunities.
We also remain opportunistic, thoughtfully deploying capital during periods of market dislocation to take advantage of meaningful valuation discrepancies when they arise.
Our Guiding Principles
Wealth solutions
We create strategies that enhance and protect your legacy.
Expert guidance
We provide tailored advice based on your goals.
Market insight
We navigate complexities with precision and foresight.
Partnership
We collaborate with you to ensure your wealth extends to future generations.
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn't about a finish line — it's about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
- Clear, consistent communication
- Tax-intelligent portfolio design
- Disciplined, long-term investing
- Proactive estate planning
- Regular insights and clarity