Active Management for Investors Who Reject Speculation

Disciplined, tax-aware investment management for investors with $1M+ in investable assets. Serving the San Francisco Bay Area from Walnut Creek, CA.

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Who is this active investment management approach for?
This is designed for investors with $1M+ in investable assets who want a disciplined strategy and ongoing stewardship, but do not want hype-driven investing. We serve the San Francisco Bay Area, based in Walnut Creek, CA.
What problem does this solve for high-net-worth investors?
Many high-net-worth investors want more than “set it and forget it,” but they also want to avoid speculation. The challenge is building a strategy that can participate in long-term innovation while staying mindful of risk, concentration, and after-tax outcomes.
What does “active management” mean at Index Gurus?
Active management means we make intentional decisions about portfolio holdings, risk exposure, and positioning based on research and objectives— rather than relying solely on autopilot allocations. We focus on process, transparency, and disciplined monitoring over time.
What are “Innovation Moats” and why do they matter?
An Innovation Moat is a durable competitive advantage—such as scale, distribution, data, switching costs, or deep R&D capacity—that may help a company sustain leadership and profitability. We emphasize businesses with durable advantages rather than short-lived narratives.
Do you invest in “hot trends” or speculative themes?
We aim to avoid hype-driven investing. Our focus is typically on durable, profitable leaders and a disciplined framework for evaluating risk and concentration. Any portfolio decisions depend on your objectives, constraints, and overall plan.
Do you promise market-beating performance?
No. We do not promise or guarantee performance or outperformance. All investing involves risk, including the possible loss of principal. Our focus is disciplined decision-making, risk-aware portfolio construction, and after-tax awareness aligned to your goals.
How do you manage risk while still pursuing growth?
We emphasize diversification, concentration awareness, and a repeatable research process. We also consider time horizon, liquidity needs, and tax implications. The goal is a portfolio strategy designed to be understandable and resilient across market environments.
What should I expect if we work together?
Clients typically want clearer accountability for portfolio decisions, a disciplined process for monitoring and adjusting over time, and a strategy built around durable leaders. We aim to reduce “headline-driven” reactions and increase confidence through transparency and education.
How do I request an active management consultation?
You can request a private consultation here: https://www.indexgurus.com/contact-us

Index Gurus, Inc. is a fee-only registered investment adviser. Advisory services are provided only to clients where Index Gurus, Inc. is properly registered or exempt from registration. Serving the San Francisco Bay Area from Walnut Creek, CA. Registration does not imply a certain level of skill or training. All investing involves risk, including the possible loss of principal. Any discussion of strategies is for educational purposes and does not constitute a recommendation to buy or sell any security. Tax considerations are general in nature— please consult your tax professional for advice regarding your specific situation.