WE SEEK INVESTMENT OPPORTUNITIES FOR OUR CLIENTS AT THE INTERSECTION OF INNOVATION, GROWTH AND PROFITABILITY
A veteran adviser, Bob is the author of two investment books; “The Indicator!” and “The Wall Street Casino”, (described as the world’s first entertaining financial textbook!). A native of Toledo, Ohio and a graduate of the University of Toledo, he was a Charter Member of the Toledo Chapter of the International Association of Financial Planners and is a Pension Consultant accredited by the National Institute of Pension Administrators. Bob is also a member of the Board of Executive Advisors to the Finance Department at the University of Toledo.
He has served as Division Manager for Northern Associates, a Cleveland-based securities underwriting firm and as an instructor teaching investment classes for the American College.
He has participated in numerous panel discussions and generated many newspaper and magazine articles, audio tapes, DVD’s and CD’s concerning financial matters and has been published in Financial Planning magazine, the Advisor Network and various trade publications. Mr. Kneisley is the founder of the Legacy Community Foundation. Bob is a member of the Washington Township Zoning Board of Appeals.
The firm aims to deliver quality products and services on a “FEE ONLY” basis, (no sales commissions), to corporate, pension and individual investors. Mr. Kneisley’s select clientele enjoy the reality of his seasoned investment philosophy.
"Losses compound just as efficiently as do gains."
- Bob Kneisley