WE SEEK INVESTMENT OPPORTUNITIES FOR OUR CLIENTS AT THE INTERSECTION OF INNOVATION, GROWTH AND PROFITABILITY
"An investment in knowledge pays the best interest."
by Benjamin Franklin
Indicator Advisory Corporation is a unique investment research firm whose principal is also a Licensed Investment Advisor. The firm’s business model is entirely fee–only, (i.e., does not charge sales commissions). The firm was founded by Robert R. Kneisley in 1986. In the past, Mr. Kneisley served corporate and individual clients as a Registered Representative with Merrill Lynch and Paine Webber. He is the publisher of “The Wealth Building Digest Newsletter” and was a member of the exclusive “Advisor’s Network”. He served as an adjunct instructor teaching HR325 investments for the American College and has instructed high school students regarding saving and investments as a volunteer for Junior Achievement. He has earned the Accredited Pension Representative designation issued by the National Institute of Pension Administrators. He is the founder of the Winning Investment Network and the Legacy Community Foundation. Bob authored two investment books; “The Indicator!” and “The Wall Street Casino”.
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The firm is also unique in that it has access to research over (300) Money Managers coast-to-coast and acts as a consultant to the client; rather than marketing “products” for some distant corporate entity. This client-centric relationship allows the firm to be totally non-conflicted in its dedication to serving the client’s investment needs. Detailed information concerning the principals of the firm, fees, corporate history and owner’s background can be found in the ADV Part (II) appearing below, (click on the link).
Discipline –As a fiduciary, the Indicator Advisory Corporation team believes in selecting Money Managers with a strict investment discipline. This discipline must be clear and precise through the practice of diversification, asset allocation, and structured portfolio design utilizing cost-effective separate accounts. Our low cost proprietary managers, manager research, “Stop-Loss” strategies, independence, portfolio design and periodic portfolio re-balancing coupled with quarterly reviews are the firm’s most important services. Asset classes and high dividend paying stocks can be properly allocated in an effort to attain the highest possible rate of return relative to the level of risk appropriate for the client.