A Second Opinion on a $1M+ Portfolio

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

Request a Portfolio Review
Who is a portfolio second opinion for?
This is designed for investors with $1M+ in investable assets who want an independent perspective on their current portfolio—whether they already work with an advisor or manage investments themselves. We serve the San Francisco Bay Area, based in Walnut Creek, CA.
What problem does a second opinion solve?
Many investors feel uncertain about whether their portfolio truly matches their goals, risk tolerance, and tax situation. A second opinion provides structured feedback without pressure to make changes.
What does Index Gurus review in a second opinion?
We typically look at asset allocation, concentration risk, diversification, tax exposure, and alignment with goals. The objective is clarity—not judgment or sales pressure.
Do I need to move my assets to get a second opinion?
No. A second opinion can be purely educational. You remain in control of your decisions and current relationships.
Will you criticize my current advisor?
Our goal is not to criticize individuals. We focus on understanding your situation and highlighting areas of strength, risk, or opportunity from a structural perspective.
What should I expect from the review?
Clients typically want greater confidence, a clearer understanding of portfolio risks, and insight into how decisions affect after-tax outcomes over time.
Do you guarantee better performance?
No. All investing involves risk, including the possible loss of principal. We do not guarantee outcomes or performance. The goal is informed decision-making.
How do I request a second opinion?
You can request a private portfolio review 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.