Venkat Yarlagadda, AIF®

Vice President
Wealth Advisor

Client Services Specialist

Gouri Misra

Phone: 949-428-0451

Venkat Yarlagadda is a Vice President and Wealth Advisor (Series 65) with Index Fund Advisors, Inc. He is a seasoned financial professional committed to providing personalized investment advice based on financial science.

Venkat specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.

Venkat believes successful investing requires education, discipline and a fiduciary advisor. His clients benefit from his unwavering commitment to strategies that incorporate financial innovations (or dimensions of expected returns) that are sensible, persistent through time, pervasive across markets and cost-effective to capture a well-diversified portfolio. Venkat lives with his family in Redmond, Washington.

Accredited Investment Fiduciary™ (AIF®) certification is a designation received upon passing course work and exam administered by the Center for Fiduciary Studies, LLC (a Fiduciary 360 company. )

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity