Cirrus Investment Group, LLC

- 4205 W 176th St, Sheridan, IN 46069

In the heart of Indiana, having trusted financial guidance is more important than ever for individuals, families, and businesses looking to secure their future. While the name might suggest various services, it's essential for locals to understand the true focus of Cirrus Investment Group, LLC. Located in Sheridan, this firm specializes in providing comprehensive financial advisory and investment management services. They are dedicated to helping clients navigate the complexities of financial planning, aiming to build strong, long-term relationships based on trust and tailored strategies.

This article will delve into the services offered by Cirrus Investment Group, LLC, outlining their expertise and demonstrating why they are a valuable resource for financial needs within the Indiana community. It's important to clarify from the outset that based on publicly available information, Cirrus Investment Group, LLC is a financial services firm specializing in investment and wealth management, not a car rental service. The provided address and contact information align with their financial advisory operations.

Cirrus Investment Group, LLC is conveniently located in Sheridan, Indiana, providing accessible financial services to the local community and surrounding areas. Their address is:

4205 W 176th St, Sheridan, IN 46069, USA

Sheridan is a charming town in Hamilton County, Indiana, known for its rural appeal and community spirit, while still being within reasonable driving distance of larger urban centers like Indianapolis and Carmel. This location allows Cirrus Investment Group, LLC to serve clients from across the region, offering a personalized touch often preferred by those seeking financial advice. Whether you're coming from the immediate Sheridan area, Noblesville, Westfield, or even further south from the Indianapolis metropolitan area, accessing their office is straightforward via local and state roads.

Cirrus Investment Group, LLC focuses on a range of financial and investment management services, primarily catering to institutions, businesses, and individuals. Their offerings are designed to provide strategic guidance and support for diverse financial goals.

• Institutional Asset Management: Cirrus works with various institutions to craft unique portfolios that align with their specific investment policy statements. This includes balancing sophisticated investment strategies with transparency for boards of directors.

• Employee Retirement Plans: They assist businesses in setting up, implementing, and managing various employee retirement plans, such as 401(k), 403(b), SEP Plans, and SIMPLE IRA Plans. This helps companies provide valuable benefits to their workforce.

• Endowments and Foundations Management: For endowments and foundations, Cirrus helps develop investment plans focused on both security and growth, taking the burden of decision-making off these organizations.

• Investment Guidance for Religious and Non-Profit Organizations: They offer specialized investment management while ensuring alignment with faith-based values for religious and non-profit organizations, assisting with retirement plan construction, budgeting, and portfolio creation.

• Individual Wealth Management: Cirrus provides tailored financial planning for individuals, encompassing areas like daily expenses, savings, retirement planning, legacy planning, college funding, life insurance, and portfolio management. Their approach is comprehensive, considering the big picture while focusing on individual financial aspects.

• Estate Planning: They offer proactive plans to anticipate challenges and adapt to the changing realities of life, serving as a trusted partner through the complexities of estate planning.

• Tax Planning: Guidance on tax-efficient investment strategies and financial decisions.

• Budget and Cash Flow Planning: Assistance with managing income and expenses to ensure financial stability and progress towards goals.

• Sophisticated and Data-Driven Approach: Cirrus employs a data-driven approach to investing, influenced by an engineering background within their investment team. This mindset allows them to deconstruct data for different perspectives, leading to distinctive asset allocations.

• Tailored Portfolios and Plans: They emphasize crafting carefully designed portfolios and comprehensive financial plans that are customized to meet the current and future needs of each client, whether an individual or an institution.

• Active Management and Adaptability: Their portfolios are actively managed, adapting as market conditions shift, and strategies are grounded in macroeconomic insight, technical analysis, and hands-on market experience.

• Fiduciary Responsibility: Cirrus operates with a strong commitment to fiduciary responsibility, fair dealing, and mutual respect, aiming to deliver long-term, out-of-sample investment results.

• Client-Centric Philosophy: The firm's mission is to develop long-term relationships, with actions based on core values that prioritize mutual benefit and shared success. They also claim their team members invest their own personal assets using the same strategies offered to clients, reinforcing their belief in their methods.

It is important to reiterate that while the initial request mentioned "car rental," information gathered about "Cirrus Investment Group, LLC" strongly indicates that their primary business is financial and investment services, not vehicle rentals. There is no public data suggesting they offer car rental services.

For those in Indiana seeking financial guidance or investment management services, you can reach Cirrus Investment Group, LLC using the following contact details:

• Phone: (317) 987-4666

• Mobile Phone: +1 317-987-4666

• Address: 4205 W 176th St, Sheridan, IN 46069, USA

It is recommended to schedule an appointment to discuss your specific financial needs and how their services can benefit you.

For individuals, families, and organizations across Indiana, Cirrus Investment Group, LLC in Sheridan offers a highly suitable and beneficial resource for financial and investment management. Here's why they are an excellent choice for locals:

• Local Expertise with a Global Perspective: While rooted in the Indiana community, Cirrus Investment Group brings sophisticated investment strategies and a broad understanding of financial markets. This combination allows them to cater to local needs while leveraging a wider financial perspective.

• Comprehensive Financial Solutions: From helping small businesses set up retirement plans to guiding individuals through complex estate planning, their wide array of services means that locals can often find all their financial needs met under one roof, fostering a holistic approach to wealth management.

• Personalized and Relationship-Driven Approach: In a world of automated services, the focus on building long-term relationships and providing tailored advice sets Cirrus Investment Group apart. This personalized attention is highly valued by locals who prefer a trusted advisor to understand their unique circumstances and goals.

• Supporting Local Business: Choosing a firm like Cirrus Investment Group, LLC means supporting a local Indiana business, which in turn contributes to the economic vitality of the community and region. This aligns with the desire of many Hoosiers to invest within their own state.

• Accessible Location for Hamilton County and Beyond: Their Sheridan location makes them easily reachable for residents in surrounding towns like Noblesville, Westfield, and Carmel, as well as those willing to travel a short distance from Indianapolis for specialized financial guidance.

In conclusion, Cirrus Investment Group, LLC serves as a dedicated and professional financial partner for the Indiana community. They offer a robust suite of investment and financial planning services designed to help clients achieve their financial aspirations, making them a valuable asset for anyone seeking expert guidance in managing their wealth.

Cirrus Investment Group, LLC

4205 W 176th St, Sheridan, IN 46069, USA