Index Strategy Advisors named among Best and brightest ETF advisors in U.S.

By | October 26th, 2012 05:10 PM EST | posted in Press Releases, Spotlight


Index Strategy Advisors (ISA), a Registered Investment Advisor based in Houston, has been named as one of the 10 best and brightest firms in the ETF advisor services industry.LINK TO ARTICLE: 10 Rising Stars Of ETF s: In this inaugural feature, IndexUniverse profiles 10 of the best and brightest in the ETF advisor services industry. Featuring Rick Ferri, King Lip, Michael McClary, James McDonald, Tyler Mordy, Neil Peplinski, Mitch Reiner, Kevin Simpson, Rich Steinberg and Jeff Wycoff.

In its inaugural feature titled “10 Rising Stars of ETFs”, the November edition of Index Universe’s  “ETF Report” highlighted Index Strategy Advisors’  investment research platform, innovative business model, and 30,000% first year growth rate as reasons for ISA’s inclusion among the list of firms whose shoulders according to ETF Report,  “The ETF industry will be built on”.

Matt Hougan, President of ETF Analytics and Global Head of Editorial at Index Universe said, “James McDonald and the team at Index Strategy Advisors are doing something unique: taking technology and using it to build a new era advisory firm. [The firm] represents one way that the industry is going to move forward in the years to come.”


James McDonald, CEO and CIO of ISA, said, “It’s an honor to be recognized along with these much bigger advisory firms after less than a year in business.” He continued, “The $12 trillion mutual industry is being disrupted and our firm has built what we believe is the best research team and algorithm powered portfolio management platform in the world for individual investors to benefit from that disruption. I think the growth rate of our firm in our first 11 operating months reflects that.  The best part is that we are only beginning to scratch the surface in terms of potential for growth.”

Wes Sims, ISA’s President of U.S. Advisory Services, is responsible for building the national sales force of investment advisors who are bringing ISA’s investment capabilities to market. “Our challenge is robust but simple: We are leading the push into a multi-trillion dollar market. But we’re utilizing a scalable, cloud-based system that equips our advisors to consistently deliver incredible value and service to clients. It’s truly second to none. Whether an established or new advisor, there is no better opportunity for growth and no more meaningful work we could do,” he said.

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Index Strategy Advisors, Inc. is a Houston, TX based Registered Investment Advisor delivering customized portfolio management to individuals throughout the United States.

More information on the firm can be found at

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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.