About Us
OVER FIFTY YEARS OF
EXPERT CONSULTATION!
INVESTMENT EFFICIENCY AIDS WEALTH BUILDING SUCCESS!
The firm was founded by Bob Kneisley who started his investment advice career in 1973. He founded the Indicator Advisory Corporation in 1986.
In the past, Mr. Kneisley served corporate and individual clients as a Registered Representative with leading Wall Street firms. He is the publisher of “The Wealth Digest Newsletter”, and has authored books entitled, "The Indicator!" and "The Wall Street Casino".
Bob was a member of the exclusive Advisor’s Network. He served as an Adjunct Professor teaching investment strategies for the American College. Bob has earned the Accredited Pension Representative designation issued by the National Institute of Pension Administrators. Bob is a member of the Board of Executive Advisors to the Finance Department at the University of Toledo.
The firm is unique in that it acts as a consultant to the investing client seeking an investment solution that matches their unique needs. The Indicator Advisory maintains a proprietary ranking system for leading turn-key asset management platform money managers.
These select money managers are licensed to display our "Direct Management Strategy ® " trademark. The strategy prohibits the use of any type of mutual funds due to their high cost and tax inefficiency. The result can add from 2-5% in annual performance returns for our referred clients.
The firm also provides clients with a fully transparent fee structure. Our select money management firms use independent third-party bank custodians to hold all assets which adds to the safety of client assets.
OUR DIRECT MANAGEMENT STRATEGY ®
MATCHES YOUR NEEDS TO THE MANY DIRECT MANAGEMENT STRATEGY® ADVANTAGES TO INCLUDE:
1. Matching your investment philosophy
2. Suitable independent custodian to house your assets
3. Low expense ratio
4. Number of specialized money managers
5. Elimination of mutual fund cost and tax inefficiency=investment performance enhancement!
A Proven Approach:
We start by providing our firm's Consulting Services Agreement and visiting to clarify the different ways we can help. Then, we analyze your goals and compare them to your current portfolio and financial plan. We then investigate our data base of qualified Direct Management Strategy® Financial Planning and asset management platform of Registered Investment Advisor money managers. The goal is to match the manager to your tailored strategy. The result is designed to meet your individual circumstances, risk tolerance and future wealth building goals.
Since 1986, we have helped create successful programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. Simply call Bob at 419-246-1871.