A complete list of active advisors currently associated with Index Portfolio Advisors, LLC

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

Index Portfolio Advisors, LLC is a state-registered investment adviser formed in 2014 that provides discretionary portfolio management and CFP-prepared financial planning to individual clients, including high-net-worth individuals. The firm reports managing $7,000,000 in client assets on a discretionary basis as of January 30, 2017 and serves about 41 clients. The firm follows long-term, Modern Portfolio Theory–based investment principles, emphasizing strategic asset allocation and globally diversified portfolios without tactical asset allocation. Portfolios are primarily constructed with no-load passive and index mutual funds and ETFs, the firm requires discretionary authority, prepares individualized Investment Policy Statements, and monitors and rebalances accounts as needed while noting tax efficiency is not its primary management objective. Compared with many peers, the brochure highlights several operational features: the adviser holds multiple professional designations (CFP, ChFC, CLU) and offers comprehensive written financial plans as a separate, limited-scope service (the firm estimates most plans require about five to six hours). The firm also discloses that it does not accept commissions or recommend funds with 12b‑1 fees, will not accept performance-based fees, and describes a custodial relationship with Schwab that is tied to a $10 million client-assets threshold for certain institutional services.

To learn more about the advisors currently working at Index Portfolio Advisors, LLC, 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.