Wealth Management
Our Mission is Simple... Increase the Wealth of Our Clients
Member of SIPC and FINRA Protecting Your Investments
Performance Report Available
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Sycamore Financial Group is a professionally operated wealth management and investment management company. Our purpose is to strategically guard and grow our clients and partners assets. We have three ongoing primary goals for our clients portfolios: Solid returns, reduced volatility and tax efficiency. Investors and their advisors have successionally remained loyal with us over the years, due to the quality service and measurable investment results.


Sycamore’s primary focus is to help clients achieve their long term financial objectives. We encourage clients to stay abreast with their financial situation and believe that as our client’s knowledge increases, so does their chance for financial security.    Read More


Sycamore provides investment management to high net worth and institutional clients. Using a conservative, consistent strategy, our goal is growth with reduced volatility. We have applied a repeatable common sense investment process since 1996.     Read More
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Sycamore Financial Group provides financial planning and investment management services. As a wealth manager and asset manager, we manage under separately managed accounts, utilizing principles implemented via a quantitative investing process. The goal is to produce a positive absolute return in the hedging strategies, your hedge funds, exchange traded funds, stocks, bonds, mutual funds, treasury bonds, gold, 401k, and index funds. Sycamore Financial Group is often found by searching for hedge fund manager, wealth management, fund managers, investment management, asset management, money management, investment manager, money manager, institutional investor, investment advisors, and financial advisor. We serve Kokomo, IN; Anderson, IN; Logansport, IN; Muncie, IN; Lafayette, IN: Fort Wayne, IN; New Castle, IN; Marion, IN; Indianapolis, IN; Greenwood, IN; Richmond, IN; Crawfordsville, IN; Elkhart, IN; Gary, IN; Illinois, Ohio, Kentucky, Michigan.