Gordon Shuler is a Vice President and Wealth Advisor (Series 65) at Index Fund Advisors, Inc. He has over 30 years of experience in the industry and has been with IFA for over 20 of them.
Gordon utilizes his deep knowledge of index fund investing by focusing on advising clients including high net worth individuals, investment committees for endowments, foundations, and pension plans, as well as working with companies to construct highly diversified, cost-efficient 401(k) retirement solutions for their employees.
Gordon is skilled at helping clients understand investment concepts in a clear and relatable manner. Through his engaging and relatable approach, he has delivered presentations on a variety of investment topics to hundreds of seminar attendees.
Gordon has a B.S. Degree in Production Management from California State University, Long Beach, with a specialization in Operations Research & Statistics. He was previously employed for over 20 years at large, high technology firms including General Electric Co. and Hewlett-Packard, as well as several small startup firms in the high technology area of computer engineering. This experience equipped him with strong analytical and problem-solving skills, which he applies to his work as a wealth advisor.
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.