Index Gurus, Inc.

Overview

Index Gurus, Inc. is an independent registered investment adviser that serves individual and family clients with a compact, advisory-focused model. The firm reports a clear tilt toward publicly traded equities—both single securities and exchange-traded funds—while also incorporating traditional fixed income and third-party alternative strategies into client portfolios. Advisory work appears predominantly non-discretionary, and the firm offers a mix of financial planning, portfolio management for individuals and small businesses, published commentary, and educational workshops. Its fee model combines a percentage of AUM with hourly and fixed-fee engagements, which fits a practice that blends ongoing portfolio oversight with discrete planning and consulting projects. Index Gurus, Inc. emphasizes liquid, marketable instruments and uses separately managed account structures alongside pooled vehicles and mutual funds. The adviser also allocates to third-party alternative managers for access to real estate, commodities and oil & gas exposures, supplementing its public-market allocations with these external managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices