Phone: 812-376-9444
Toll Free: 800-808-9444
Our Team

Investment Team
Mark D. Foster, CFA Managing Partner, Chief Investment Officer
- 37 Years Experience, 29 Years with Firm
- Chartered Financial Analyst since 1985
- B.S. Finance, Ball State University, 1979
- Member, Indianapolis Society of Financial Analysts
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Mickey Kim, CFA Managing Partner, Chief Operating/Compliance Officer
- 34 Years Experience, 30 Years with Firm
- Chartered Financial Analyst since 1985
- B.S. Accountancy, University of Illinois, 1980
- M.B.A. Finance, University of Chicago, 1982
- Passed Certified Public Accountant Examination, State of Illinois
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Darrell H. "Kip" Wright, CFA Partner, Portfolio Manager, Senior Research Analyst
- 34 Years Experience, 21 Years with Firm
- Chartered Financial Analyst since 1987
- B.B.A. Finance, Iowa State University, 1982
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Colin King, CFA Senior Research Analyst
- 4 Years Experience, 4 Year with Firm
- Chartered Financial Analyst since 2014
- B.S. Accounting, Indiana University, 2009
- M.S. Accounting, Indiana University, 2010
- Passed Certified Public Accountant Examination, State of Indiana
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Collin Foster Research Analyst and Equity Trader
- 1 Year Experience, 1 Year with Firm
- B.S. Finance, Grove City College, 2012
- CFA Level III Candidate
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Roger Lee, CFA Senior Research Analyst
- 5 Years Experience
- Chartered Financial Analyst since 2012
- B.S. Accounting, Binghamton University, 2008, Magna Cum Laude
- Passed Certified Public Accountant Examination, State of New York
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