           
OHIO RESIDENTS ONLY
Indicator
Advisory is a unique investment research and money management company. Founder and principal R. Kneisley is licensed by the
State of Ohio Division of Securities as a Registered Investment Advisor. Mr. Kneisley has practiced in the financial services industry since 1970. He is a Pension Consultant accredited by the National Institute of Pension Administrators.
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, Collective Trust 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
● The portfolio engineering we subscribe to reduces transaction costs
● Our unique exit strategy can preserve assets
Portfolio Engineering Developed 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
Founded in 1986, the Indicator Advisory Corporation is an investment research firm based in Toledo, Ohio. Robert R. Kneisley is the firm's principal and he is registered with the State of Ohio Division of Securities as a Registered Investment Advisor. Mr. Kneisley is a financial services industry veteran; having provided advisory services for investors' portfolios based upon Nobel Prize winning "Modern Portfolio Theory" since 1970. The firm adapts Modern Portfolio Theory to its own risk management strategies that include "Tactical/Passive Strategies".
The firm's research determined a great need for investors to receive independent investment
advice based upon market, economic and sociological history. Mr.
Kneisley's original historical research on this topic spanned the period
from 1988 back to 1913. The effort resulted in his first book entitled "The Indicator!" 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 automatically rebalanced portfolios provided the best
solution and gave rise to his current book published in 2008 entitled "The Wall Street Casino" (Described as the world's only entertaining finanacial textbook).
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
© 2011 Indicator Advisory Corporation
Last modified: 03/29/2011
|
