WE SERVE AS CONSULTANTS TO OUR CLIENTS PROVIDING INVESTMENT RESEARCH AND LOW COST INVESTMENT SERVICES THAT HAVE BENEFITED INVESTORS SINCE 1986!
|“If you do not find a way to make money while you sleep, you will work until you die.” Warren Buffet|
- We provide the popular Investment Fee Analysis Service
- We are a totally INDEPENDENT Money Manager resource representing over sixty quality Money Managers to meet any client’s needs. We act as consultants and we have a pristine client satisfaction record. We work only for YOU… matching the Money Manager to your needs…and we upgrade Manager styles, as well as managers, as technology and manager performance dictates.
- 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 and your success is our over arching goal.
- We do not market proprietary products…so we avoid potential conflicts of interest.
- We offer America’s lowest cost tax deferral plans.
- We provide a cost effective multi-manager platform for all retirement plans and all client investment portfolios.
- You gain more precise portfolio diversification through our “fractional share” trading advantage
Founder and principal Bob Kneisley authored his first book entitled “The Indicator” in 1988. His second is 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, Bob and the firm provide research to locate cost-effective tactical and passively managed investment portfolios as well as America’s select specialty money managers. The firm’s philosophy embodies “Total Return” (growth and income), broad diversification, automatic portfolio re-balancing and on-going client portfolio oversight.
“Do not save what is left after spending, but spend what is left after saving.”
Low Cost Strategy Considerations:
1. You gain efficient investment vehicles possible
2.You gain a cost-effective third party custodian
3, We minimize custodian trading costs for you
4. You receive broad diversification aimed at reducing investment risk
5. We monitor performance along with you and recommend portfolio adjustments when needed.
ALL THIS IS YOURS AT THE LOWEST COST WE NEGOTIATE ON YOUR BEHALF
“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
- Free Investment Fee Analysis
- Low Cost, Tactical Fund Portfolios
- Exchange Traded Fund Portfolios
- Tax Managed Portfolios
- 401-k and 403-b Plans
- I.R.A. Plans
- SEP Plans
- I.R.A. Rollover Plans
- Low CostTax Deferred Variable Annuities
- College Tuition Discounts offered to client families and relatives
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