Index Wealth Advisors, LLC

Index Wealth Advisors, LLC provides discretionary investment management and related advisory services to individuals and institutions, including trusts, foundations, pension and profit‑sharing plans. The firm’s advice focuses on portfolios composed primarily of passively managed or index mutual funds and it also offers limited-scope hourly planning and investment-related tax management.

Index Wealth constructs globally diversified index portfolios using Modern Portfolio Theory and a multi‑factor approach that explicitly tilts allocations toward smaller‑capitalization and value‑oriented equities; accounts are reviewed and rebalanced on at least a quarterly basis. Advisors assess clients’ risk capacity across five dimensions (time horizon/liquidity, net income, net savings, investment knowledge, and attitude toward risk) to determine the appropriate fixed income-to-equity mix.

Noteworthy features in the brochure include the firm’s use of Dimensional Fund Advisors’ analytic tools and ongoing education resources (webinars, conferences, and research) to support portfolio construction and client education, and an owner’s outside activity as a licensed life, health, and disability insurance provider (reported as consuming under 1% of her time). The firm also emphasizes regular client communications—quarterly performance reports and annual disclosure updates—and accepts occasional hourly planning clients who do not maintain assets under management.