Index Gurus, Inc.

Overview

Index Gurus, Inc. is an independent, privately held registered investment adviser organized as a corporation and owned by an individual. The firm focuses on individual and family clients and delivers financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its advisory offerings also include publishing periodicals or newsletters and presenting educational seminars and workshops. The firm charges fees on a percentage-of-assets basis and also uses hourly and fixed-fee arrangements. It does not identify as an ESG-focused investor, is not registered as a multi-state adviser, and is not set up as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives