Sycamore Asset Management
(317) 373-5023
Zionsville, IN
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Sycamore Asset Management

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If you lack peace of mind regarding your investments, we offer a no-obligation way to learn more about how Sycamore Asset Management, LLC can assist you. An initial consultation is generally a thirty-minute phone conversation where we can discuss your situation and your needs and determine if there is a fit for moving forward.

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Who We Are

Sycamore Asset Management, LLC is a fee-only financial advisory firm located in Zionsville, Indiana. We specialize in financial planning and utilize an investment philosophy, which is rooted in academic research and follows a disciplined process.

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How We Can Help

We offer fee-only hourly comprehensive financial planning and investment management services that include tax planning, planning for college expenditures, insurance planning, health insurance and Medicare planning and retirement planning.

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How We Are Different

We are different from other financial services firms. Some of the differences include: we always work in our clients’ best interests, we don’t sell any financial products, education is our focus, and we were founded by and are run by a woman.

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Brexit: Keep Calm and ….

July 4, 2016 By Christy Gregory

About a week ago, voters in the UK delivered a surprise vote and decided to leave the European Union (EU). The vote was a long time coming, with considerable debate and discussion on both sides. The polls were close, but it was expected that Remain … [Read more]

The Next President and My Portfolio

June 6, 2016 By Christy Gregory

Clients and friends have asked me about the implications of the various presidential candidates on potential investment returns. Since the field of contenders contains some wildcards, it is logical for investors to wonder what implications this race … [Read more]

The Market Crash

August 28, 2015 By Christy Gregory

I have started to write an article about market crashes many times over the past several years.  The last time I worked on this file was towards the end of last September (which in retrospect does not seem particularly volatile). There are two … [Read more]

Par Every Hole!

July 16, 2015 By Christy Gregory

How would you like to par every hole--and what does this have to do with investing?  It turns out that parring every hole is a great analogy for a hard-to-grasp investing concept: getting market rates of return and being excited about them! I have … [Read more]

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Copyright © 2023 · Sycamore Asset, LLC

505 W. Sycamore St. · Zionsville, IN 46077 · (317) 373-5023

Sycamore Asset Management, LLC is registered as an Investment Advisor with the state of Indiana. This website should not be interpreted as a solicitation to offer investment advisory services to residents of any state where we are not authorized to do so. Sycamore Asset Management, LLC. may only transact business where it is licensed or qualifies for an exemption or exclusion from licensing requirements.


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