Welcome to Otley Investment Fiduciary Solutions! We have made the transition to an independent firm, and we are fully equipped — and more than ready — to provide you with heightened service, a deeper breadth of sophisticated financial solutions, and enhanced ability to fulfill your needs.
Becoming independent has been a long-held desire, as corporate mandates and restrictions have placed limits on our ability to be your absolute fiduciary. At Otley Investment Fiduciary Solutions, nothing is more important than serving your best interests at all times.
We look forward to a future that continues our tradition of exceptional, highly personal service. You can be assured that our strategic business partners share our commitment to you, and they stand firmly behind our unwavering values of integrity and excellence.
With warmest regards,
James J. Otley, Jr. CIMA®, AIF®
Founder, President & CEO
Michele R. Stiff
Vice President & COO
Who We Serve
Otley Investment Fiduciary Solutions provides integrated and sophisticated wealth and investment services to high-net-worth individuals and families. Our clients value our highly personalized approach, enjoy working with us, and respect the candor with which we approach each and every interaction. They appreciate that we measure success based on their objectives, not on benchmarks or the performance of individual managers, funds, or investments.
At Otley Investment Fiduciary Solutions, we are focused first and foremost on our clients‘ goals and best interests. Our ability to forge personal and enduring relationships stems from the trust our clients place in us to do the right thing, not just at the right time, but always.
Ours is a high-touch, highly personalized business. Our clients feel comfortable with us, and they trust our recommendations. They know that we are their advocate and partner. Ours is not a cookie-cutter business, nor is it one grounded in sales. Rather, we hold sacred our promise to deliver needs-based solutions unique to each client and purpose.
Our Investment Philosophy
With the principles of asset allocation and risk/reward analysis as constructs, our basic investment philosophy is to keep it simple and cost-effective. At Otley Investment Fiduciary Solutions, investment performance is judged by your results against your goals, not industry benchmarks or other indices.
James (Jim) J. Otley, Jr., CIMA®, AIF®
Founder, President and Chief Executive Officer
James J. Otley, Jr. is the Founder, President and Chief Executive Officer of Otley Investment Fiduciary Solutions. Prior to launching the firm, Jim served for eight years as a Bank of America Merrill Lynch Global Institutional Consultant (GIC), a specialized role offering a full spectrum of investment solutions to institutional clients.
Jim joined Merrill Lynch from UBS, where in 2000 he began his career in financial services. After many years spent in the electronics industry and traveling the world, he decided to transition to a profession where he could use his proficiencies as a manufacturing systems integration expert and apply it to creating holistic financial services solutions. At UBS, Jim held roles in the PRIME Consulting Group for businesses and also managed the New Advisor Training Program.
Jim’s career as a manufacturing systems integration expert during the period 1994-2001 afforded him exposure to the world’s different cultures and business practices. This experience continues to frame his global perspective and offers him distinct advantages as a financial services professional.
Jim is a graduate of Indiana University. He has both Personal Investment Advisor and Certified Investment Management Analyst® (CIMA®) * certifications and is an Accredited Investment Fiduciary®. Jim also holds multiple FINRA registrations, Series 7, Series 66, and Indiana Health and Life Insurance licenses.
Jim and his wife Sophia have five boys. When he is not working, Jim enjoys spending time with his family and staying actively involved in his Southside Indianapolis community.
* Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Michele R. Stiff
Vice President and Chief Operating Officer
As Chief Operating Officer of Otley Investment Fiduciary Solutions, Michele R. Stiff is the face of the firm. Her role is to work with clients from the first discovery meeting through retirement and beyond, assisting them with their day-to-day service needs and management.
Michele has more than 30 years of experience in financial services and has worked with Jim for 18 of those years, first at UBS Financial Services as a Senior Registered Client Service Associate. She was at Merrill Lynch for eight years where she handled day-to-day operations and client requests, including new client onboarding, servicing existing clients, portfolio implementation, trading, and performance reporting. Michele holds multiple FINRA registrations including the Series 7, Series 63, and Series 66 security licenses.
Michele and her husband Craig reside in Carmel, Indiana with their two children. When not working, Michele enjoys traveling, gardening, and spending time with her family and friends.