Index Portfolio Tools Advisors

Overview

Index Portfolio Tools Advisors is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on portfolio management for individuals and small businesses, with a client base composed primarily of individual and family investors. Its fee arrangements combine a percentage-of-AUM schedule with the option for fixed fees. The adviser does not market itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives