Profil
Dr. Indudeep S.
Chhachhi is a Principal at Cerity Partners LLC.
He works with a team of focused consultants that help provide clarity for individuals and businesses through comprehensive, integrated financial services such as: comprehensive financial planning; advanced (including option based) Investment strategies; business management and accounting services; corporate benefits education for employees; business retirement plan management and consulting services; tax preparation and planning.
Prior to joining Cerity Partners, he served as a Senior Financial Advisor at ARGI Financial Group.
He joined ARGI Financial Group in 2006 as a Financial Planner.
Dr. Chhachhi received his undergraduate degree from Indian Institute of Technology New Delhi, an MBA from Southern Illinois University and a doctorate degree from Southern Illinois University.
Postes actifs de Indu Chhachhi
| Sociétés | Poste | Début |
|---|---|---|
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Gestionnaire de Portefeuille-Actions | 01/04/2023 |
Anciens postes connus de Indu Chhachhi
| Sociétés | Poste | Fin |
|---|---|---|
University of Western Kentucky
University of Western Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Président | 31/12/2006 |
Cerity Partners OCIO LLC
Cerity Partners OCIO LLC Investment ManagersFinance Cerity Partners OCIO provides investment advice with respect to a broad range of domestic and foreign financial securities and instruments and other assets in a variety of forms. Portfolios reflect their “best ideas” across a variety of traditional and alternative investment strategies. The firm’s innovative portfolio design approach seeks to optimize risk-adjusted financial return and mission alignment – without compromising investment rigor. | Analyst-Fixed Income | - |
Formation de Indu Chhachhi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cerity Partners OCIO LLC
Cerity Partners OCIO LLC Investment ManagersFinance Cerity Partners OCIO provides investment advice with respect to a broad range of domestic and foreign financial securities and instruments and other assets in a variety of forms. Portfolios reflect their “best ideas” across a variety of traditional and alternative investment strategies. The firm’s innovative portfolio design approach seeks to optimize risk-adjusted financial return and mission alignment – without compromising investment rigor. | Finance |
Southern Illinois University
Southern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Western Kentucky
University of Western Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indian Institute of Technology New Delhi
Indian Institute of Technology New Delhi Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Finance |
















