Welcome

Index Gurus provides personalized money management services and investment strategy based on each individual’s financial situation and investment objectives.

Index Gurus serves families in the Bay Area

We are an independent and fee-only registered investment advisory firm based in the San Francisco Bay Area, our only fees are paid directly from clients. This allows us to maintain complete objectivity and transparency.

We know you have plenty of choices when it comes to managing your investments, and we invite you to learn more about what we believe sets Index Gurus apart from the crowd.

Specialties:

  • 401(k) rollovers
  • Personalized Investment Management (learn more)
  • Retirement Income Planning (learn about process)
  • Index investments, bonds, and preferred shares

Common questions from investors: