Indicator Advisory Corporation

 

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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".

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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