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:

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, Palo Alto, Menlo Park.  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.

Read the Disclosure and User Agreement