Firm Overview
Introduction
Philosophy
Client-Focused Approach
Key Professionals
Quarterly Newsletter
Investment Process
Our Unique Approach
Buy Discipline
Sell Discipline
Products
All-Cap Equity
Balanced
Partners Funds
Contact Us
 
Introduction


Firm Overview
  • Registered Investment Adviser
  • Independently owned and managed
  • Predecessor founded May 1, 1975
  • Located in Columbus, Indiana
  • Assets under management: $313 million
         (as of June 30, 2010)
  • Clients located in 27 states and internationally
  • Over three hundred client accounts

    Our Products
  • All-Cap Value Equity
  • Mid-Cap Value Equity (Institutional only)
  • Balanced
  • Kirr, Marbach Partners Value Fund

    We manage portfolios for
  • Individuals
  • Corporate retirement plans
  • Insurance companies
  • Healthcare organizations
  • Taft-Hartley Plans
  • Foundations