Neal Rutter

Wealth Advisor
Toll Free:
888-643-3133
Local:
949-428-0434

Client Services Specialist

Gouri Misra

Phone: 949-428-0451

Neal Rutter is a Wealth Advisor (Series 65) at Index Fund Advisors, Inc. He began his career in the investment industry with a top 20 independent broker-dealer, but soon learned the inherent conflicts associated with commission-based fee structures. It was this realization that motivated him to shift his career to focus on delivering fee-only advice and providing a fiduciary standard of care to his clients.

Neal specializes in advising a wide 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.

Neal focuses on educating his clients about the true source of stock market returns, why every investor has the right to expect a return, and the odds of achieving their desired outcome. Neal is fully committed to assisting his clients with maximizing their investment experiences by sharing the important data that is the hallmark of prudent investing.

Neal and his wife Deanna live in Tustin, California with their two young daughters. Prior to having children Neal enjoyed travel, wine, and sports. Now, his time outside of work is often spent playing Legos and singing "princess songs."

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