Index Financial Advisors

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We provide clients with personalized advisory services in each of the following areas.
Investment advisory services are based on each client's financial goals, time horizon and risk tolerance.  These services include all of the following elements for the portfolio of assets under management:
  • Investment Strategy
  • Personal Investment Policy
  • Asset Allocation
  • Asset Placement
  • Portfolio Monitoring
  • Quarterly Reporting and Analysis
  • Periodic Rebalancing
  • Annual Strategy Review

Financial planning services are focused on helping clients define and achieve their personal financial goals by analyzing their current financial situation, planning for their financial future, and helping them execute this plan over time.  These services are provided as needed and requested by clients and could include any or all of the following elements:

  • Personal Financial Statements
  • Cash Management
  • Debt Management
  • Risk Management
  • Income Tax Planning
  • Education Planning
  • Retirement Planning
  • Investment Strategy
  • Estate Planning

Financial consulting services can be provided on a variety of financial topics which are outside the scope of the investment management and financial planning services described above.  For example, a client may ask for a financial analysis to be prepared with regard to a major financial decision, such as a real estate investment, purchase or sale of a small business, or other alternative investments not included in assets under management.

Index Financial Advisors LLC • 43 Farragut Avenue, Piedmont, CA 94610 • 510.891.1574