Financial Peace of Mind
Understand the best path to take to accomplish your vision based on where you are today and where you plan to be in the future.
Portfolio management and retirement services to enhance, preserve and transfer wealth in the most tax-efficient manner.
Personalized advice from experts to boost wealth, knowing that we are always there for you and have your best interest at hand because we are truly independent and only get paid from you.
As a fully independent firm, our interests are completely aligned with our clients - we are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or money manager. 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.
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, CFP®, ChFC®, has worked at prestigious Wall Street firms like Edward Jones and tech firms like Intuit and Google. Through serving individual investors and small business owners at mutual fund, asset management and retail firms, he is an expert in money management. In addition, he has been awarded the highest credentials in the investment industry.
We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving your wealth management needs. From portfolio construction to due diligence, we select the industry leaders we believe will allow us to make the right strategic decisions for you. This network of third-party experts reinforces our commitment to independence and transparency.
Holding your investments with Index Gurus gives you access to professional asset managers without the typical sales loads associated with commissioned brokers. These fund managers are used by some of the nation’s largest institutional investors, putting you alongside many of the asset management industry’s biggest and best-run financial institutions. Other benefits include insights from leading third party providers, interactive tools and access to more investment solutions, including institutional shares from mutual funds which can save you a lot of money.
Your security is our priority. Through our custodian, we are delivering our clients one of the highest levels of security in the industry — at no cost to you. That means we will reimburse you any cash or shares of securities from your account that are lost as a result of unauthorized activity. We are promising you this protection, which adds to the provisions that already govern your account, in case unauthorized activity ever occurs and we determine it was through no fault of your own. In addition to FDIC and SIPC insurance, TD Ameritrade also provides $149.5 million worth of protection for each client through supplemental coverage provided by London insurers.
Individuals, families, business owners and professionals can benefit from personalized service and customized advice, giving them confidence that they are making the most of their wealth. From running a company to developing software, the decisions you make with your capital are vital to your success. We manage wealth so our clients can focus on their priorities. Let us do the heavy lifting.
