WHO IS INDICATOR ADVISORY CORPORATION?

Indicator Advisory Corporation is an investment research firm that is also a Licensed Investment Advisory corporation located in the Shoreland area of Toledo, Ohio. The firm is entirely fee-only, (i.e., does not charge commissions.) The firm was founded by Robert R. Kneisley in 1986. In the past, Mr. Kneisley served corporate and individual clients as a Registered Representative with Merrill Lynch and Paine Webber. He is the past publisher of “The Indicator! Newsletter” and was a member of the exclusive Advisor’s Network. He was an adjunct instructor teaching investments for the American College. He has earned the Accredited Pension Representative designation- issued by the National Institute of Pension Administrators. The firm is unique in that it acts as a consultant to the client; rather than marketing “products” for some distant corporate entity. This fact allows the firm to serve as objective professionals dedicated to the client’s investment needs.

Discipline - The Indicator Advisory Corporation team believes in a strict investment discipline. This discipline is clear and precise through the practice of diversification, asset allocation, and structured portfolio design utilizing cost-effective separate accounts, no-load “asset class” index funds or various no-load funds as the building blocks. Their independence, portfolio design and periodic rebalancing coupled with quarterly reviews are the firm’s most important services. Asset classes can be properly allocated to attain the highest possible rate of return relative to the level of risk appropriate for the client.

Philosophy – The firm’s investment philosophy is based on the Nobel Prize winning strategy of Modern Portfolio Theory. The theory represents the most reliable, consistent and cost-effective method of investing available today.

What makes us different? – Our independence allows us to continually search for improved investment strategies worldwide. After careful evaluation, clients are invited to upgrade on a fee-only basis. We begin by analyzing the client’s needs, defining objectives and learning about the client’s goals and ambitions. Indicator Advisory Corporation does not believe in “off the shelf” plans and does not accept “marketing fees”. We create and administer a tailored approach for each client based on his or her current position and future goals – not on costly, preconceived proprietary products or programs.

CONTACT INFORMATION

 

INDICATOR ADVISORY CORPORATION	(419) 726-9000
3061 Shoreland Avenue	(800) 547-7888 Toll Free
Toledo, Ohio 43611-1251	(419) 726-9300 Fax
	E-mail: wealth@indicatoradvisory.com

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