A Long-Term Strategy That Evolves With You

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 a long-term wealth strategy for?
This is designed for investors with $1M+ in investable assets who want a thoughtful, adaptable investment strategy that aligns with changing life goals, risk tolerance, and market conditions over time. We serve the San Francisco Bay Area, based in Walnut Creek, CA.
What problem does a long-term strategy solve?
Many portfolios are built for a single moment in time and then left largely unchanged. A long-term strategy focuses on building a framework that can evolve as circumstances, priorities, and markets shift.
How does Index Gurus build a long-term strategy?
We start with your goals, time horizon, liquidity needs, and risk preferences. From there, we design a disciplined investment approach that emphasizes diversification, risk awareness, after-tax considerations, and ongoing monitoring.
How often is the strategy reviewed?
Strategies are reviewed on an ongoing basis and formally revisited as your life or financial situation changes. The objective is to remain aligned with your goals while maintaining disciplined decision-making.
What happens when my goals change?
When goals change, the strategy is adjusted to reflect new priorities, time horizons, and constraints. This may involve rebalancing, changes in risk exposure, or shifts in cash flow planning.
Do you make frequent tactical changes?
No. We avoid reactive or headline-driven adjustments. Changes are made deliberately and within the context of your long-term plan rather than short-term market predictions.
Do you guarantee long-term outcomes?
No. All investing involves risk, including the possible loss of principal. We do not guarantee results or outcomes. Our focus is disciplined decision-making and ongoing stewardship aligned to client goals.
How do I request a long-term strategy 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.