The Indicator Exclusive Advisor Program Offers a Broad Array of Investment Alternatives

A COMMON PROBLEM... and OUR SOLUTION

Sophisticated investors know that they must avoid the "small investor syndrome", (forced liquidations which cause mutual fund managers to sell into market declines when the managers should be buying at a discount.) These investors are further burdened with the problem of isolating money managers that they feel will meet their investment objectives with a management style they can be comfortable with. Unfortunately, fellow investors often do not share similar objectives or management style preferences. Worst of all, screening managers from advertising lists or rating services can also prove ineffective in the selection process due to multiple standards and ranking formulas.

We think you will agree that what is needed is our Totally Independent  "Exclusive Advisor Program" to provide access to a  cross-section of quality, institutional money managers with a broad array of both investment objectives and management styles. In addition, it would be desirable for the program to monitor and compare manager performance relative to the manager's peers and market conditions. When you add proprietary lower cost, lower entry levels and money managers who specialize in tax-neutral or tax-deferred portfolios... you may just have found the solution!

At last! The Exclusive Advisor Program with Multiple Disciplines places the client and advisor on the same side of the desk. This independent program permits you to objectively select one or several of the most respected institutional advisors we have available to manage your portfolio.

INDEPENDENCE...our value added. With the Indicator Advisory Corporation involved as your investment guide, we monitor your manager(s) performance and recommend manager changes based upon your life style changes, broad market cycles and the management style of the specialized sub-advisors.  We add important value to our clients by "upgrading" their manager relationships as technology dictates. We also offer ASSET-CLASS FUNDS WITH AUTOMATIC REBALANCING.

This disciplined approach can lighten your fiduciary responsibility if you are a business owner overseeing your firm's pension plan. Individual investors will appreciate the investing confidence and comfort our programs can offer. We would be privileged to visit with you to provide sufficient information to allow you to explore this opportunity. We know you see the logic. In a nutshell, you may take any road you wish in your wealth building quest. Please allow us to introduce you to the superhighway on your journey. Simply give us a call at 800-547-7888 or e-mail us at wealth@indicatoradvisory.com. 

Copyright © 2007 Indicator Advisory Corporation
Last modified: 11/30/07