           
Indicator
Advisory is a unique investment advisory marketing company, licensed with the
State of Ohio Division of Securities as an investment advisory corporation.
- Investment Advisors located in
Toledo, Ohio
- Asset Class Investing with a local
Toledo firm
As a consultant to
the client, the firm provides
ACCESS TO AMERICA'S MOST HIGHLY REGARDED MONEY
MANAGERS — MANY AT LOWER ENTRY LEVELS THAN BROKERAGES. PASSIVE STYLES
FEATURE
NO-LOAD
"ASSET CLASS INDEX FUNDS".
Investment Services:
● Asset - Class
Portfolios
● i-Share** Managed Portfolios
● Solo 401(k) Plans
● I.R.A. Plans
● Tax Efficient or Tax Deferred
Wealth Management
● I.R.A. Rollovers
** Trade name
property of Barclay's International
Our Academically Driven
Investment Philosophy is Based Upon Nobel Prize Winning "Modern Portfolio
Theory" and our belief that:
● The approach captures specific
dimensions of risk
● Risk and return are related
● Capital markets work...and are
very efficient
● Global reach encompassing (38)
markets
● Broad diversification with
automatic rebalancing
● Portfolio engineering that
reduces transaction costs
Portfolio Engineering by Leading Economists:
George M. Constantinides- University of Chicago
Eugene F. Fama- University of Chicago
Kenneth R. French- Dartmouth College
John P. Gould- University of Chicago
Roger G. Ibbotson- Yale University
Donald B. Keim- University of Pennsylvania
Robert C. Merton- Harvard University
Myron S. Scholes- Stanford University
Abbie J. Smith- University of Chicago
Marvin Zoniz- University of Chicago
Client Trust Services:
● Asset Protection Trusts
● Dynasty Trusts
● Charitable Remainder Trusts
● Charitable Lead Trusts
● Granter Retained Annuity Trusts
● Family Limited Partnerships
● Life Insurance Trusts
● Living Trusts
Client Insurance Services:
● Life
● Health
● Long-Term Care
● Fixed / Variable Annuities
● Disability
● Aflac Income Protection
for: Hospitalization/ Personal Disability/Accident,
Major Medical Group Insurance, Vision & Dental
OUR
MISSION
Our mission embodies our total
commitment to the service of our clients. Our value added lies in extending
our client's knowledge through our total independence
as consultants to the client. Add to that our continuous diligence,
diversity through our quality provider associations and trust as a result of
consistency.
Toward this end, we conduct our
business with integrity, strive to provide the highest quality service and
shall continue our dedication to defensive wealth building concepts to
benefit those we are privileged to serve.
COMPANY
PROFILE
Indicator Advisory was founded in
1986 by Robert R. Kneisley. The Indicator Advisory, an investment advisory
corporation based in Toledo, Ohio, is registered with the State of Ohio
Division of Securities. Since 1973 Mr. Kneisley has provided advisory
services for investors' common stock portfolios and asset-class funds based
upon, Nobel Prize Winning "Modern Portfolio Theory". Today, Modern Portfolio Theory
provides risk management strategies that are state-of-the-art.
In 1986 the firm's research pointed
to the great need for investors to receive independent investment
advice based on market, economic and sociological history. Mr.
Kneisley's original historical research on this topic spanned the period
from 1986 back to 1913. The effort proved that the market does indeed move
in very broad patterns based upon institutional investor influences. His
several models proved the fickle nature of popular "systems". Wide
diversification with automatic rebalanced portfolios provide the best
solution.
Read our Disclaimer
CONTACT
INFORMATION
| INDICATOR
ADVISORY CORPORATION |
(419) 726-9000 |
| 3061
Shoreland Avenue |
(800)
547-7888 Toll Free |
| Toledo, Ohio
43611-1251 |
(419)
726-9300 Fax |
| |
E-mail:
wealth@indicatoradvisory.com |
Copyright
© 2007 Indicator Advisory Corporation
Last modified: 11/30/07
|
