Contact Us
3815 River Crossing Parkway Suite 120 Indianapolis, Indiana 46240
Phone: Toll Free: Fax:	317.843.1358 888.843.1358 317.574.5999
bedel@bedelfinancial.com

Winner of Small Business Commerce Association's "Best of Business Award" in the category of Financial Consultants for 2009
Featured as one of the “150 Best Financial Advisors for Doctors”, Medical Economics, November 2009. Also included on previous list in 1998, 2000, 2002, 2004, 2006 & 2008.
Kathryn J. Hower, CFP®, William Wendling, CFA & Elaine E. Bedel, CFP®, were named “2008 FIVE STAR Best In Client Satisfaction Wealth Manager” in Indianapolis Monthly, October 2008.
Elaine E. Bedel, CFP® was recognized in Wealth Manager ranking of “50 Distinguished Women in Wealth Management”, published by Wealth Manager, May 2008.
Recognized in “Wealth Manager’s ranking of America’s Top Wealth Managers”, published by Wealth Manager in 2002, 2003, 2004, 2005, 2006 and 2007.
Consistently named to the “National Top Financial Advisors” list published by Worth Magazine, 1994 to 2004.
Recognized as one of “The Nation’s Most Exclusive 100 Wealth Advisors”, by Worth Robb Report, January 2004.
Featured as one of the “100 Great Financial Planners from Coast to Coast”, Published by Mutual Funds Magazine, October 2001/September 2002.
William Wendling, CFA was recognized in the “Who’s Who Behind the Scenes In Banking & Financial Services” article by Indianapolis Business Journal, October 2003.
Elaine E. Bedel, CFP® was recognized as a “Mover and Shaker” in the financial planning profession By Financial Planning Magazine in January 2003.
Elaine E. Bedel, CFP® was recognized as one of three “Women in the Lead” finalists presented by Network of Women in Business and the Indianapolis Business Journal in June 2002.
Elaine E. Bedel, CFP® received the “Alumni Achievement Award” in the field of Finance, Hanover College, May 1999.
Elaine E. Bedel, CFP® was named to the list of “Influential Women in Indianapolis” as published in the Indianapolis Business Journal and the Indiana Lawyer, June 1998.
Elaine E. Bedel, CFP® was named “Business Woman of the Year” for 1994 by the Network of Women in Business.
Elaine E. Bedel, CFP® was Listed in the Business segment of “Great Expectations – Men and Women Under 40 Building a Better Indianapolis”, Indianapolis Magazine, April 1985
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Who is providing Fund Manager Selection and Due Diligence?

The process of identifying which funds to include as part of a plan’s investment menu involves multiple quantitative screens combined with qualitative judgments which allow us to narrow the field from thousands of publicly traded funds to the specific funds we ultimately recommend.

Our quantitative analysis of individual fund performance begins with measuring total return, risk-adjusted return and peer group ranking over 1, 3, 5, and 10-year time frames. Statistical measures include, but are not limited to, alpha, beta, Sharpe and standard deviation. Investment options are also reviewed for style drift, manager tenure, fund family history and fee structure.

Additionally, we review the overall investment menu from a broad market perspective to ensure reasonable representation across equity and fixed income asset classes as well as a broad range of investment objectives. Duplication among security holdings, styles, and strategies among money managers and mutual funds is also considered.

This process is repeated on a regular basis based on the criteria in the investment policy statement to ensure your plan investment menu remains competitive.