INDX Strategies: Welcome to Our Office

INDX Strategies LLC provides investment advisory and portfolio management services to a select group of private clients, family offices, institutions and endowments. Working together with our clients, we serve as their chief investment officer helping them achieve financial independence. Our objective is to maximize passive income while preserving capital with a disciplined asset allocation.

As a wealth manager we focus on educating our clients about timely investment strategies and themes.

We use TD Ameritrade Institutional as our custodian. Our clients enjoy the transparency and user friendly aspect of the TD website for account access including holdings, market prices, history, cost basis and tax information.

Our stable pattern of compounding passive income and disciplined asset allocation is a formula that has consistently delivered sought-after results in all market conditions.

At INDX, we adhere to three principles; protect capital in down markets, generate competitive returns in up markets and strive to outperform over the full investment cycle.

It's this absolute return-focused approach to investment management that differentiates us from virtually all other advisors.

Together, we develop a dynamic Investment Policy Statement that clearly outlines your specific investment objectives in keeping with these personal parameters. This statement stakes out the boundaries of your asset class preferences and return expectations.

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INDX Strategies LLC is an Investment Adviser registered with the State of California. Advisory services are only offered to clients or prospective clients where INDX Strategies LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by INDX Strategies LLC unless a service agreement is in place.