About Index Strategy Advisors
ISA began in 2005 as one wealth management executive's personal mission to develop a way to achieve better
returns with less risk for high-net-worth family trusts. That mission evolved into a passion for enhanced index
investing. On December 20, 2012, the company that materialized from that passion - ISA - will have celebrated
5 years of quantitative research, 1 year of operating history, and having become a leading expert in managing
exchange-traded fund (ETF) portfolios for individual investors in the United States.
We exist to achieve our customers’ investment goals
We are a Registered Investment Advisor with a team of experts dedicated to actively managing our clients’
portfolios. Helping others achieve their investing goals drives everything we do. We are headquartered in
Houston but maintain decentralized operations, which means that every local ISA Investment Advisor
Representative is part of a team responsible for making sure every one of our customers succeed financially.
Who we help
ISA serves clients who want intelligently designed investment portfolios and investing guidance.