A complete list of active advisors currently associated with Index Gurus, Inc.

Warmer can help you find a great advisor at Index Gurus, Inc. or one who fits your needs even better.

Index Gurus serves individual investors, trusts, estates, charitable organizations and small investment entities with personalized financial planning, investment advisory services and limited‑scope hourly engagements. The firm’s brochure reports approximately $44 million under management across about 31 client relationships and describes both one‑time financial plans and ongoing investment management relationships. The firm emphasizes passive, asset‑class investing and global diversification implemented primarily through ETFs, index investments, mutual funds and preferred securities, with attention to income and fixed‑income sub‑classes. Accounts are managed on a non‑discretionary basis (trades are placed under a limited power of attorney), custodial services are provided through Schwab Institutional, and the sole advisor conducts continuous account reviews while communicating with clients when changes are recommended. Index Gurus describes client outreach beyond routine reporting, including periodic newsletters/periodicals and educational seminars or workshops, and the brochure highlights the adviser’s academic and educational work as part of that capability. The firm is fee‑only, accepts a range of client types (including charitable organizations and investment companies), and offers structured planning options (comprehensive plans and hourly engagements) that distinguish it from many similarly sized solo practices.

To learn more about the advisors currently working at Index Gurus, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.