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Index Gurus
Index Gurus, Inc. is a fee-only fiduciary registered investment adviser providing comprehensive planning and investment management for high-net-worth Bay Area...
Index Gurus
Index Gurus, Inc. is a fee-only fiduciary registered investment adviser providing comprehensive planning and investment management for high-net-worth Bay Area households. The practice integrates planning, investment management, and tax-aware decision modeling across accumulation, retirement, taxes, and equity compensation. It operates with a $1M+ investment management minimum and is anchored in an Innovation Moat investment philosophy focused on profitable large-cap leaders with durable competitive advantages.
General information
Firm type
Asset Manager
Year founded
2020
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
Kevin R. Gahagan
Chief Investment Officer
Michael S. Falk
Partner
Sector focus
Frequently asked questions
Who runs investment strategy at Index Gurus?
Kevin R. Gahagan, the firm's Chief Investment Officer, leads investment strategy. Gahagan previously served as CIO of a large registered investment advisor where he pioneered the factor-based methodology that Index Gurus now provides to external firms. Partner Michael S. Falk, a former Goldman Sachs professional and University of Chicago instructor, contributes to portfolio construction and research.
What investment philosophy does Index Gurus follow?
Index Gurus employs a factor-based, evidence-driven investment philosophy rooted in academic research. The firm emphasizes global diversification and systematically targets factors such as value, size, and profitability to improve risk-adjusted returns. A core focus is correcting home-country bias, which leads many US investors to under-allocate to international equities.
Does Index Gurus manage direct client accounts or only serve advisors?
Index Gurus primarily serves registered investment advisors and wealth management firms through model portfolios, research, and analytics software. The firm does not operate as a direct-to-consumer robo-advisor. Its tools and portfolios are designed to be implemented by fiduciary advisors on behalf of their end clients.
What asset classes does Index Gurus cover in its research and models?
Index Gurus' research and model portfolios span global public equities, fixed income, and alternative assets. Within equities, the firm covers developed international, emerging-market, and US stocks across market capitalizations. Fixed-income coverage includes government and corporate bonds. Its factor research applies across these asset classes to identify persistent return drivers.
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