We built the company that we’d want to do business with.
We hope you do too.
From the way we have structured our business, to the way we manage portfolios and the investment philosophy we follow, our approach is designed to ensure that servicing clients is our main focus. Our mission is to educate clients, help simplify and organize their financial lives, and create peace of mind both for today and the future.
We don’t sell any financial products nor do we receive any commissions. Our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
As a fully independent firm, our interests are completely aligned with our clients. Our allegiance is solely to our clients—we are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or money manager.
Index Gurus is a fee-only Registered Investment Advisor corporation in the State of California, located in the San Francisco Bay Area. As a result, Index Gurus is a licensed Fiduciary so we will always serve your best interest, like a CPA or attorney.
We have fully outsourced all administrative activities to TD Ameritrade Institutional, which enables us to focus our time and attention on servicing client needs, managing client portfolios, and advising our clients on their important financial decisions. Unlike most advisory firms, we are not burdened by the obligation to supervise, train, and manage a support staff.
Since 1997, Faruk Jaffer, ChFC®, has worked at various Wall Street firms. Through serving individual investors and small business owners at mutual fund, asset management and retail firms, he is an expert in money management. David Beck, CFP, is an expert in financial planning. Along with other experts like CPA’s and estate attorneys, we will work together as your financial team.
No hidden fees
We believe everyone is entitled to the best price we can offer. Our prices are public, published right on our site, and no hidden fees.
- Research: We get insights from leading third party providers to help you make smart portfolio decisions.
- Tools: We use interactive tools like Morningstar Advisor Workstation, bond laddering and portfolio construction software to find the best possible solution.
- Access: You get access to flexible investment solutions, including institutional shares form mutual funds (example), which come with waived/low minimums and lower pricing.