Investing After a Liquidity Event

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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What counts as a “liquidity event”?
A liquidity event can include a business sale, a major real estate exit, a large bonus, significant equity compensation proceeds, inheritance, or any event that meaningfully increases investable assets and creates new decisions around taxes, risk, and long-term strategy.
Who is this liquidity event strategy for?
This is designed for investors with $1M+ in investable assets who want a disciplined plan for deploying capital after a major event—without rushing decisions or relying on headlines. We serve the San Francisco Bay Area, based in Walnut Creek, CA.
What problem does a liquidity event create for high-net-worth investors?
Large cash balances often create pressure to “do something,” and the stakes can feel high. Taxes, timing, and risk decisions can become intertwined. Without a framework, investors may overreact, chase the market, or remain frozen in cash longer than intended.
Should I invest the lump sum all at once?
It depends on your goals, time horizon, liquidity needs, and risk tolerance. Many investors prefer a structured, staged plan that reduces decision pressure and supports disciplined implementation. There is no one-size-fits-all answer.
How does Index Gurus approach investing after a liquidity event?
We typically start by clarifying your goals and constraints, then build a staged deployment strategy aligned to risk tolerance and time horizon. We consider diversification, concentration risk, and after-tax implications. The aim is a repeatable process that supports long-term stewardship.
Can you coordinate with my CPA or attorney?
Yes. We can coordinate investment decisions and planning considerations with your CPA and attorney so the strategy aligns with your broader tax and estate context. We do not draft legal documents or replace tax counsel.
What should I expect if we work together?
Clients typically want clarity, a structured plan, and ongoing investment management after the event. We aim to reduce “decision fatigue,” increase confidence in implementation, and maintain a disciplined process for monitoring and adjusting as markets and life evolve.
Do you guarantee investment results or tax outcomes?
No. All investing involves risk, including the possible loss of principal. Tax outcomes depend on individual circumstances and tax law. We do not guarantee results. Our focus is disciplined decision-making, risk-aware portfolio construction, and after-tax awareness.
How do I request a liquidity event 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.