Asmeret Semere named Market Anchor for Index Strategy Advisors, Inc.

By | November 11th, 2013 10:11 AM EST | posted in ISA Careers, Press Releases

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

The Right Team Matters – It Doesn’t Take a ‘Shutdown’ To Show Us That

By | October 3rd, 2013 03:10 PM EST | posted in Balanced Strategy Insights, ETF Education, ISA Careers, Retirement, Spotlight, Uncategorized

I have noticed many firms claim they operate as a team. However, the term “team” is being used loosely in the financial industry. Team members often work together to secure business but once the client is on board they provide service independently; creating no real ongoing advantage for their clients. I knew that I was looking for something more than a shallow marketing story. I wanted to find a firm that was built to harvest each of its member’s efforts effectively; a firm that was striving to create synergy. I believe I have found it in Index Strategy Advisors. Continue reading

Ex-NHL defenseman Patrick Traverse named Charleston, SC Regional Vice-President for Index Strategy Advisors, Inc.

By | June 28th, 2013 06:06 AM EST | posted in ISA Careers, Press Releases

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

Fong Li Wee, MBA, named Phoenix, AZ Investment Advisor Representative Trainee for Index Strategy Advisors, Inc.

By | June 18th, 2013 10:06 AM EST | posted in ISA Careers, Press Releases

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

Mark Downs named Washington, D.C. Partner for Index Strategy Advisors, Inc.

By | June 17th, 2013 12:06 PM EST | posted in ISA Careers, Press Releases

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

Jason Ainsworth named Cleveland, OH Regional Vice-President for Index Strategy Advisors, Inc.

By | June 13th, 2013 01:06 PM EST | posted in ISA Careers, Press Releases

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

Ben Hawkins, MBA named Phoenix, AZ Senior Investment Advisor Representative for Index Strategy Advisors, Inc.

By | June 12th, 2013 11:06 AM EST | posted in ISA Careers, Press Releases

PHOENIX, AZ (June 12, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Ben Hawkins as Senior Investment Advisor Representative in Phoenix, AZ. Prior to joining ISA, … Continue reading

Morgan Sizer named Stamford, CT Regional Vice-President for Index Strategy Advisors, Inc.

By | June 7th, 2013 12:06 PM EST | posted in ISA Careers, Press Releases

STAMFORD, CT (June 7, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Morgan Sizer as Regional Vice-President in Stamford, CT. Prior to joining ISA, Mr. Sizer … Continue reading

Eram Lokhandwala named San Diego Investment Advisor Representative Trainee for Index Strategy Advisors, Inc.

By | May 6th, 2013 01:05 PM EST | posted in ISA Careers, Press Releases

SAN DIEGO, CA (May 6, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its sales team, naming Eram Lokhandwala as Investment Advisor Representative Trainee in San Diego, CA. Prior to joining ISA, Ms. … Continue reading

Zulma Estrada named Los Angeles Investment Advisor Representative Trainee for Index Strategy Advisors, Inc.

By | May 6th, 2013 10:05 AM EST | posted in ISA Careers, Press Releases

LOS ANGELES, CA (May 6, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its sales team, naming Zulma Estrada as Investment Advisor Representative Trainee in Los Angeles, CA. Prior to joining … 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.