IndiAdvisory
Mission-Driven Capital Stewardship
IndiAdvisory is an independent advisory and consulting service focused on helping tribal governments, Native organizations, and mission-driven institutions steward capital with clarity, discipline, and long-term intent.
Our mission is to help organizations steward capital in support of mission and long-term impact by aligning purpose, time horizons, and governance before implementation decisions are made.
Stewardship Challenges
Common governance and capital stewardship issues we see across mission-driven organizations.
The IndiAdvisory Approach
A disciplined framework designed to bring clarity, alignment, and continuity to capital decisions.
Capital Confusion
Capital is allocated across competing priorities without clear asset-purpose alignment.
Purpose Definition
Define the mission objectives and time horizons clearly.
Allocation Blurring
Operating, reserve, and long-term funds lack clear boundaries and intent.
Capital Alignment
Align investment strategies based on objectives and time to completion.
Misaligned Policies
Investment policies fail to reflect mission priorities or current realities.
Policy Architecture
Design Investment Policy Statements (IPS) to be clear and intentional.
Progress Measurement
Boards track activity and reports rather than progress towards objectives.
Review Discipline
Focus review sessions on progress toward goals.
Leadership Transitions
Knowledge loss during transitions disrupts continuity and decision discipline.
Fiduciary Continuity
Provide continuous board and executive coaching to ensure continuity.
Who We Serve
IndiAdvisory works with organizations responsible for long-term capital stewardship, including:
- Tribal governments
- Native foundations and endowments
- Native-owned businesses
- Native CDFIs
- Mission-aligned nonprofit organizations
About Us
IndiAdvisory is a 100% Native-owned, independent advisory firm. The firm is led by Jeremy Bryan, CFA, with two decades of institutional investment experience and a background spanning investment policy, portfolio oversight, and fiduciary governance.
We provide independent, conflict-free advisory services; no commissions or product incentives; and no asset minimums.
Schedule an introductory conversation:
(763) 200-6197
jbryan@indiadvisory.com
Important Disclosure
IndiAdvisory LLC and IndiWealth LLC are affiliated but distinct service providers.
IndiAdvisory LLC provides consulting and governance advisory services related to capital stewardship, investment policy design and review, fiduciary education, strategic oversight, and governance processes. IndiAdvisory does not provide investment management services, does not exercise discretion over assets, and does not provide personalized investment advice within the meaning of the Investment Advisers Act of 1940.
IndiWealth LLC is a registered investment adviser that provides investment advisory and, where applicable, investment management services pursuant to a written advisory agreement.
Services described on this page are offered through IndiAdvisory and are structured as consulting engagements, separate from any investment advisory relationship with IndiWealth. There is no obligation to engage IndiWealth in order to work with IndiAdvisory, and no obligation to engage IndiAdvisory in order to work with IndiWealth.
Nothing on this page should be construed as an offer to provide investment advisory or investment management services.