Protecting $1–5 Million Without Standing Still

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 investment management service for?
This is designed for investors with $1M+ in investable assets who want disciplined investment management focused on long-term growth, risk awareness, and after-tax decision-making. 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 feel stuck between two extremes: taking unnecessary risk or becoming too conservative. Our process helps create a clear, long-term strategy intended to reduce headline-driven decisions and improve confidence in portfolio management.
What is Index Gurus’ investment philosophy?
We focus on disciplined active investment management and emphasize Innovation Moats—durable competitive advantages in large, profitable leaders—while staying mindful of risk, diversification, and tax considerations.
What does “Innovation Moat” mean in plain English?
An Innovation Moat is a durable edge—such as scale, data, switching costs, distribution, or R&D strength—that may help a company sustain leadership and profitability over time.
What should I expect if we work together?
Clients typically want clearer decision-making, better alignment between investments and goals, and a disciplined process for monitoring and adjusting as markets and life evolve. We focus on education and transparency so you understand what you own and why.
Do you guarantee performance or downside protection?
No. All investing involves risk, including the possible loss of principal. We do not guarantee results. Our focus is disciplined decision-making, risk-aware portfolio construction, and after-tax awareness.
How do you work with someone new?
We typically start by understanding your goals, time horizon, liquidity needs, and risk preferences, then review your current portfolio for concentration, risk exposure, and tax considerations before proposing an investment management approach.
How do I request a consultation?
You can request a private consultation here: https://www.indexgurus.com/contact-us
What should I know from a regulatory perspective?
Index Gurus, Inc. is a fee-only registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are provided only to clients where Index Gurus, Inc. is properly registered or exempt from registration.

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.