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.
