           
OHIO RESIDENTS ONLY
MEMBER NATIONAL INSTITUTE OF PENSION ADMINISTRATORS
Indicator
Advisory is a unique research and money management company, licensed with the
State of Ohio Division of Securities as an investment advisory corporation.
As an independent consultant to
the client, the firm provides
ACCESS TO COST-EFFECTIVE TACTICALLY MANAGED, PASSIVE INVESTMENT PORTFOLIOS AS WELL AS
AMERICA'S MOST HIGHLY REGARDED SPECIALTY MANAGERS. PASSIVE STYLES
FEATURE
NO-LOAD
Exchange Traded Funds and the firm's proprietary EXIT STRATEGY.
Investment Services:
● Exchange Traded Fund
Portfolios
● Tax Managed Portfolios
● 401(k) Plans
● I.R.A. Plans
● I.R.A. Rollovers
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 in a regulated economy
● Global reach is beneficial
● Broad diversification with
automatic rebalancing is necessary
● Portfolio engineering we subscribe to reduces transaction costs
● Our unique exit strategy preserves assets
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
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
of "Wall Street" philosophies as consultants to the client. Add to that our continuous due diligence,
diversity through our management styles, provider associations and client 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 is an investment research and advisory
corporation based in Toledo, Ohio. The firm 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 resulted in his first book entitled "The Indicato!" supporting the premise 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 and gave rise to his current book published in 2008 entitled "The Wall Street Casino".
Read our Disclaimer
CONTACT
INFORMATION
| INDICATOR
ADVISORY CORPORATION |
(419) 726-9000 |
| 3061
Shoreland Avenue |
(800)
547-7888 Toll Free |
| Toledo, Ohio
43611-1251 |
Fax: (419)
726-9300 |
| |
E-mail:
wealth@indicatoradvisory.com |
Copyright
© 2010 Indicator Advisory Corporation
Last modified: 04/27/2010
|
