Welcome

EXPERIENCE

 Receive personalized advice from licensed experts who understand the needs of businesses, professional executives and retirees.  Learn more. 

PEACE OF MIND

 Subscribe to a fee-only business model to ensure that your best interests are properly aligned.  You are protected under a fiduciary obligation.  Learn More.

HOLISTIC STRATEGY

 Design a disciplined and balanced approach to protecting, accumulating and managing your wealth while mitigating income taxes.  Learn more.

FINANCIAL SECURITY

 Establish an account with TD Ameritrade Institutional, where accounts are insured, protected and professionally managed.  Learn more.


Welcome to Index Gurus.  Helping you achieve your financial goals is our top priority.  We create personalized portfolios for financially successful individuals and also manage money for small businesses, professional executives, and retirees.

Index Gurus is an independent and boutique registered investment advisory corporation in the state of California.  Our name reflects our holistic approach to use well diversified and tax-efficient investments that include index funds, ETF’s, bonds and preferred stocks to build the foundation of a solid portfolio.

Founded on the belief that our clients’ best interests must always come first, our fee-only structure allows us to help each client achieve the specific and unique goals they have set for themselves.

A one-on-one consultation will answer questions about tax implications, when to take Social Security, potential sources of income and responsible ways to grow your savings in retirement.  Learn why our clients achieve financial peace of mind.  Contact us to start planning your retirement.

DISCLOSURE
Index Gurus, Inc. provides professional investment management, retirement planning, and income planning services with our headquarters located in Concord, CA.  Index Gurus is dedicated to providing you with a personalized approach to money management.
Index Gurus primarily serves:  Walnut Creek, Concord, San Jose, Cupertino, Campbell, Los Gatos, Palo Alto, Menlo Park and San Francisco.  Our main custodian is TD Ameritrade Institutional so we can also meet clients through their offices located in the San Francisco Bay Area.
This web site is for informational purposes only and does not constitute a complete description of our investment services or performance.  This information is listed in the Form ADV Part 2.  This web site is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.