Founder and principal R. Kneisley is licensed by the State of Ohio Division of Securities as a Registered Investment Advisor. Mr. Kneisley has practiced in the financial services industry since 1970. He is a Pension Consultant accredited by the National Institute of Pension Administrators.
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 qualified specialty managers. Passive styles feature No-Load Exchange Traded Funds, Collective Trust Funds and Asset Class Index Funds. The firm has a proprietary exit strategy.
Investment Services:
- Affordable Hedge Fund Portfolios
- Exchange Traded Fund Portfolios
- Tax Managed Portfolios
- 401(k) Plans
- I.R.A. Plans
- I.R.A. Rollovers
- Variable Annuities
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 re-balancing is necessary
- The portfolio engineering we subscribe to reduces transaction costs
- Our unique exit strategy can preserve assets
- Tactical Oversight is Beneficial
Portfolio Engineering Developed 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