WE SEEK INVESTMENT OPPORTUNITIES FOR OUR CLIENTS AT THE INTERSECTION OF INNOVATION, GROWTH AND PROFITABILITY
What We DON'T Do!
At Indicator Advisory Corporation, we're admired for what we DON'T do!
We don’t continue to hold failing investment sectors during “bear markets”.
We don’t rely solely on current events to determine portfolio structure. We rely on the proven benefits of “Qualitative Finance,” a science that includes calculus, Integral Analysis, Quantum Physics and Quadratic Equations; tools employed by our Institutional Money Managers.
We don’t allow portfolio dividends to languish in cash or low yield money market funds. Instead we immediately reinvest all dividends in the stock that issued the dividend to capitalize on exponential compounding of the securities growth, as well as dividend income.
We don’t include mutual funds in our client portfolios because of the added management fees and ancillary expenses that mutual funds entail.
We don’t overlook securities that pay dividends monthly, utilizing these securities as part of our Yield Enhancement Program (Y.E.P.). Corporations can take advantage of the “Dividends Received Exemption” to dramatically reduce income taxes and enhance returns.
We don’t charge Sales Commissions, portfolio rebalancing fees, risk analysis costs, college tuition discounts or Wealth Building Newsletter costs.
We don’t accept “marketing fees” or other “soft dollar” incentives from vendors.
We don’t lose “Next Generation” clients because we provide a “Multiple Family Office” advisory encompassing wealthy family generations.
“Since 1980, our goal continues to target investment efficiency in support of higher returns and greater client satisfaction. This dual goal results in clients “bridging the dangers of Wall Street.”
Can we earn your admiration? Please call (419) 726-9000.