Index Gurus
Holding your investments with Index Gurus gives you access to professional asset managers without the typical sales loads associated with commissioned brokers. These fund managers are used by some of the nation's largest institutional investors, putting you alongside many of the asset management industry's biggest and best-run financial institutions. Other benefits include insights from leading third party providers, interactive tools and access to more investment solutions, including institutional shares from mutual funds which can save you a lot of money.
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Sentiment Analysis
He exceeded our expectations and made us feel comfortable, even though we gave him our entire financial situation.
His analysis of my retirement portfolio, along with my lifestyle and goals, was thorough and insightful, and gave me the confidence I so badly needed to pull the trigger on my retirement.
As my husband and I are getting ready for a move to another country, we thought it wise to seek out a CFP to help ensure that our own assumptions about our financial picture were sound.
I would totally recommend his services, and we plan to go straight to Faruk when we have financial questions in the future or need further services.
I consider myself an informed investor/saver but I didn't just want to assume that I have enough to retire on.
I’m the type of person that wouldn’t complain/speak up at a restaurant if my order was messed up (unless it was really bad), so his openness and constant reinforcement of being there for us made us feel comfortable to ask questions regardless if we thought they were dumb questions or couldn’t quite articulate it properly he walked us through it.
I hired Faruk to do a broad overview of our financial planning and what areas we could tweak
He was unbelievable helpful, provided clear insight, and fully explained what my option were and the benefit and risk of each decision at a level I could understand.
Age of retirement, purchasing a home, increasing your personal wealth to give to your children), Faruk will have you fill out a very detailed survey and set up a plan to get you to your goals.
We were not wrong - Faruk was thorough, insightful, knowledgeable, friendly and took the time to understand out needs and concerns and then come back with a very detailed plan, recommendations and analysis of multiple different scenarios that exceeded our expectations.
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