HOW OUR THIRTY YEARS OF SERVICE BENEFITS INVESTORS:
- We are totally INDEPENDENT: We work only for YOU… matching the Money Manager to your needs…and we upgrade Managers as needed
- We have no brokerage affiliation: We are a stand-alone Registered Investment Advisory, (RIA), with a fiduciary responsibility to serve you above all. Our goals parallel yours; your success is our goal.
- We don’t market proprietary products…so we avoid that potential conflict of interest.
- We offer America’s low cost tax deferral plans.
Founder and principal Bob Kneisley authored the popular. client centric book entitled “The Wall Street Casino”. Bob is licensed by the State of Ohio Division of Securities as a Registered Investment Advisor. He has practiced in the financial services industry since 1970 and is a Pension Consultant accredited by the National Institute of Pension Administrators.
As an independent consultant to the client, the firm provides research to locate cost-effective, tactically managed and passive investment portfolios as well as America’s select specialty money managers. The firm’s philosophy embodies “Total Return” (growth and income), broad diversification, automatic re-balancing and a proven exit strategy.
Most Efficient Investing … as simple as 1,2,3!
1. We select the most efficient investment vehicles
2. We provide the least costly 3rd party custodian
3, We minimize custodian trading costs
4. We employ broad diversification
“The miracle of compounding returns is overwhelmed by the tyranny of compounding costs.” John C. Bogle
QUESTIONS SPECIFIC TO YOUR NEEDS?: CALL: 1-800-547-7888
- Low Cost, Tactical Fund Portfolios
- Exchange Traded Fund Portfolios
- Tax Managed Portfolios
- 401(k) Plans
- I.R.A. Plans
- I.R.A. Rollovers
- Variable Annuities
- College Tuition Discounts offered to client families
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