Jerome Deutsch, Managing Director, U.S. Institutional Markets for Index Strategy Advisors shared with Institutional Investor Magazine: “Portability is a concern”, he continued “After accumulating the $15,000 balance required to roll the account into an IRA, participants may find their options … Continue reading →
On January 28, 2014, James McDonald, the Chief Executive Officer and Chief Investment Officer of Index Strategy Advisors, Inc. served as an expert panelist as part of a conference session addressing China: The Outlook & How to invest in it … Continue reading →
San Francisco and Houston (PRWEB) November 21, 2013 IndexUniverse LLC and Index Strategy Advisors (ISA) today announced the launch of a partnership to build and deliver high-quality ETF portfolios to clients. Under the terms of the agreement, ISA will leverage … Continue reading →
HOUSTON, TEXAS (NOVEMBER 11, 2013) Index Strategy Advisors (ISA), a Houston, TX based Registered Investment Advisor, has made an addition to its communications team with the naming of Asmeret Semere as Market Anchor. Ms. Semere will deliver ISA’s weekly global … Continue reading →
HOUSTON, TX (July 15, 2013) James McDonald, the Chief Executive Officer and Chief Investment Officer of Index Strategy Advisors, has added a 5% portfolio allocation into the Market Vectors Israel (ISRA: NYSE Arca) ETF. The ISRA ETF tracks the BlueStar … Continue reading →
CHARLESTON, SC (June 27, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Patrick Traverse as Regional Vice-President in Charleston, SC. Traverse concluded a notable, 18-Year professional hockey … Continue reading →
The July 2013 edition of The Exchange-Traded Funds Report (ETFR) features James McDonald, Chief Executive Officer and Chief Investment Officer of Index Strategy Advisors, Inc. (ISA), and his firm’s core risk management strategy. Through a Q&A interview format, McDonald explains how he … Continue reading →
PHOENIX, AZ (June 18, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its sales team, naming Fong Li Wee as Investment Advisor Representative Trainee in Phoenix, AZ. Prior to joining ISA, … Continue reading →
WASHINGTON, D.C. (June 17, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its shareholders group, introducing Mark Downs as a Partner in Washington, D.C. Mr. Downs is a native Washingtonian, and … Continue reading →
CLEVELAND, OH (June 13, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Jason Ainsworth as Regional Vice-President in Cleveland, OH. Prior to joining ISA, Mr. Ainsworth … Continue reading →
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Sources: Index Strategy Advisors, Inc.. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of its stamped publication date, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Index Strategy Advisors to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investment involves risks. International investing involves additional risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. The two main risks related to fixed income investing are interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments. Index performance is shown for illustrative purposes only. You cannot invest directly in an index.