Are you owned by a company that sells index funds?

No, we are not. We are a privately owned independent reserach firm, and have no conflict of interest related to the index mutual and exchange traded funds we cover in our journal.

Do you offer trial versions of your newsletter to people who are thinking about subscribing, but haven’t decided yet?

No we do not. However, we do provide plenty of free information and content on our site (including a sample issue of our monthly journal). All of this should provide a potential subscriber with enough information to determine whether or not our offering meets their needs.

What’s your business model? (you’re an internet company, after all!)

When we started Index Investor in 1997, we decided to base it on a good old fashion subscription (that is, pay for content) model.

What’s the background of the people behind The Index Investor ?

Tom Coyne is the Senior Editor and Strategiet for The Index Investor. He has a BS in International Economics from Georgetown University and an MBA with a concentration in finance from Harvard University. His government experieince includes work in both the U.S. Treasury Department and House Banking Committee. At Chase Manhattan, he co-founded the Latin America Investment Banking Group, produced some of the first equity and asset allocation research on the region, and worked in Caracus, New York and London. Mr. Coyne has also been the managing director of a management consulting firm, where he focused on growth strategies and the application of complex adaptive systems in theory to improve decision making in the face of uncertainty. He has also consulted for numerous financial organizations, including extensive work on sales efficiency and effectivenss and best practice for financial advisors and agencies. Finally, Mr. Coyne has also been a CFO and CEO of a publicly traded technology company.

Susan Miller is the publisher of The Index Investor and Retired Investor, and president of Index Investor, Inc. Ms. Miller received her BA from Northwestern University, where she was the business manager of The Daily Northwestern. Ms. Miller worked as a rating officer for Standard and Poor’s Corporation where she provided credit risk assessment and analysis of debt issued by governments and municipal utilities. She also assessed the credit worthiness of guaranteed investment contracts, letters of credit, commercial paper programs and project financings (public/private partnerships). Ms. Miller continued her career as an investment banker at Kidder, Peabody where she focused on raising capital for governments, utilities, ports and project financings. Prior to launching Index Investor in 1997, she worked for a consulting firm where she assisted in the creation of an international project development department for a large Canadian gas company.

Is Index Investor a Registered Investment Advisor?

No, we’re a media company. Our site is published in accordance with The Investment Advisers Act of 1940, Section 202(a)(11)(D) which excludes publishers of bona fide financial publications of general and regular circulation from the definition of an investment adviser, and the obligation to register as such under the Act. However, when and if we add interactive features to our site that would enable us to offer customized advice to individuals, we will certainly register.

What is your publication schedule?

We publish on a monthly basis. We update our Model Portfolio Solutions and other market sensitive material with prior month-end data. We send an email to all subscribers when a new issue becomes available on our website.

Refund Policy

Because you have access to all of our journals back to 1997 and our Model Portfolios Solutions, we regret that we are not able to issue refunds. We provide sample issues and a substantial amount of free information on our site to enable you to make an informed purchase decision. If you wish to unsubscribe, please contact us at customerservice@indexinvestor.com and your cancellation will be effective at the end of your subscription period.

How can we contact you?

The best way is via email at customerservice@indexinvestor.com. Alternatively, you can call us on (401) 295-0092.