Smart Money Management

Wealth management Strategies

Indicator Advisory has many options when it comes to investing and money management. None of the cash is idle in the accounts. We use fractional shares to invest the entire amount (minus the amount kept in cash for fees). Please review our innovative solutions below:

Direct Management Strategy® (DMS)

Do you know what you are paying for mutual funds? … It’s what you keep that counts. At Indicator Advisory, we recognize the impact that hidden fees have on investors. Choose an advisor that understands how to avoid those fees and minimize the cost. As the originators of the Direct Management Strategy®, we can show you how our unique, alternative strategies for wealth management can eliminate mutual fund expenses and their many deficiencies!

Yield Enhancement Program™ (YEP)

Maximize the power of compounding, dividend reinvestment and the “Dividends Received Exemption” which enables corporations to dramatically reduce income taxes and enhance returns. This program is great for businesses looking to take advantage of corporate cash surpluses!

Yield Enhancement Strategy™ (YES)

Make the change in your portfolio and add cost-effective money management!

Take advantage of stocks that pay monthly dividends that are immediately reinvested at no added cost! Doing so allows a “geometric compounding” pattern of 2-4-6-8 rather than the traditional 1-2-3-4. We also equal weight our portfolios because equal-weighting has outperformed other styles over time.

For Example: If we assume an investment of $10,000 consisting of 1000 shares of a $10 stock and hold that stock for ten years we could achieve a total value of $15,918.49. Our annual “yield based upon cost” would equal an attractive 8.22%! If we assume an historic stock growth rate of 9%, it would add to the gain.

Balanced Income Growth Strategy™ (BIG)

It is now possible to invest as little as $10,000 in a yield-enhanced monthly dividend portfolio and also garner college tuition discounts for all your relatives.

… and you can add funds monthly to add growth through ” dollar cost averaging” contributions!

Account Types We Manage

  • A Variable annuity can provide unlimited tax deferral
  • Individual accounts
  • Joint accounts
  • Traditional, Roth, SEP and rollover IRAs, 401- k, 403-b accounts
  • Coverdell tax-free and 529 Education Savings Accounts, (ESA)
  • Corporate accounts
  • Trust accounts
  • We provide Global Investment Opportunities from a Toledo Address
  • Uniform Gift to Minors’ accounts

Learn more about our process for investing.

Rearranging your Real Estate Portfolio?
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Wealth Planning For Children
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Learn more about our unique, innovative investment strategies that can save you more.

Contact Indicator Advisory, today.

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