Index Portfolio Tools Advisors

Overview

Index Portfolio Tools Advisors is a small, client-focused advisory firm that manages portfolios for individuals, families and small businesses. The firm runs fee-based relationships that combine a percentage-of-assets model with the option for fixed fees, and it reports a discretionary mandate across its client base. Investment activity centers on pooled public funds as the primary building blocks of portfolios, with the firm also allocating to a set of third‑party alternative managers to supplement core exposures. The advisory approach emphasizes using mutual funds and other public pooled products for core equity and fixed-income exposure while layering alternative strategies — hedge funds, real estate vehicles, commodities and oil & gas — to pursue diversification, return enhancement and non-correlated sources of risk. Index Portfolio Tools Advisors does not position itself as an ESG investor and its regulatory footprint indicates it serves a single-state client base rather than operating as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices