ADDRESS

414 North Morton Street
Bloomington, IN 47404

PHONE
812-609-4500

Matt Doering

Vice President, Investments

I strive to be your family’s most trusted advisor. Honesty and Integrity are my two fundamental philosophies when dealing with your hard-earned wealth. I study a disciplined and tactical approach that removes the emotion that can put your financial plan off track.

Approach to Wealth Management

I am committed to a transparent investment approach. Our investment management is geared to all market conditions. My concentration is protection of your wealth while taking advantage of strong market conditions.

Investment Philosophy

Each family requires a unique plan reflecting their individual goals and needs. This is accomplished by utilizing a Global Tactical Allocation Strategy that strives for performance in both up and down markets. Every individual client will receive a personalized financial plan.

In 2003, I became a Licensed Investment Representative and also passed the Principal/Supervisor exam (Series 24). I am a past Master of Ellettsville Masonic Lodge #245 where I remain heavily involved in the scholarship committee as well as being the chair for the Walk to end Alzheimer’s. I have also served on numerous boards including Area 10 Agency on Aging. I have a wonderful wife and am the proud father of three children (Cailey, Nicholas and Branson) and one sweet grandchild (Mila).

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