Our Mission and Philosophy
About Our Fiduciary Responsibility
The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement. of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.
The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client’s business. We invite you to take a closer look at our wealth management strategies.
Sound interesting? Call us to schedule a free introductory consultation at (419) 726-9000
The firm’s investment philosophy is based upon client needs and historical performance studies, a construct that places our firm on the same side of the desk with the client. Our allegiance is entirely to our clients.
Founder, Bob Kneisley has over 40 years of experience in the financial services industry and has developed a corporate culture with a goal of exceeding client expectations. Our firm’s secondary goal is to build trust and confidence on the part of our clients to achieve a long-term relationship in support of the clients’ goals. And yes, WE DO MAKE HOUSE CALLS!
Our Corporate Goal
Our goal is to go well beyond the elaborate web of “Wall Street Noise” and guide valued clients to investment strategies that are the most cost-effective given their selected level of investment risk. We strive to achieve the simplest solutions to meet our client’s wealth-building quest.
We do not recommend mutual funds due to their high cost nor do we accept “marketing fees” from suppliers.
What makes us different?
In addition to the fact that we enjoy making “House Calls” within our region, our independence allows us to continually search for improved investment strategies nationwide.
As a Registered Investment Advisor, 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” from product providers. 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. Our “fee for service” approach places our interests in line with our clients.
Invest In Your Beliefs
We are convinced that investors are most comfortable with their portfolio if they have immersed themselves in the design. Our consultations include an investment of time in the prospect’s belief system. We make every effort to “weight” client portfolios in sectors with which the client is comfortable.
Our mission embodies our total commitment to the service of our clients. Our value-added lies in extending our client’s knowledge through our total independence of “Wall Street” philosophies as Registered Investment Advisors to the client. Add to that our continuous due diligence, diversity through our management styles, third-party custodians, provider associations and client trust as a result of our consistency of purpose and our fiduciary duty to serve clients with honesty.
Toward this end, we conduct our business with integrity, strive to provide the highest quality service and shall continue our dedication to defensive wealth-building concepts to benefit those we are privileged to serve.
Please note: Indicator Advisory Corporation may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in all states or jurisdictions. Please visit FINRA’s Brokercheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the states Indicator Advisory Corporation® does not offer tax or legal advice.
Learn more about our unique, innovative investment strategies that can save you more.
Contact Indicator Advisory, today.