Rollover Guru | Guru Process
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Guru Process

“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails.
Explore. Dream. Discover.”
-Samuel Langhorne Clemens

Investment Philosophy

Above all else we believe that investment returns are inversely correlated to investment expenses. Therefore efficient investing using low cost instruments and a disciplined strategy gives you the best statistical chance of achieving your goals.

Become aware of the difference between a Broker/Dealer and a Registered Investment Advisor. Then you can make a better decision. Find somebody who you like. Because working with someone you enjoy spending time with makes the process easier and leads to better results.  We know that is us, We will be direct, give you good advice, and help you get it done.


Meet your advisor

Meet with your own personal advisor virtually or in-person to assess your financial objectives.


Set your goals

Work with your advisor to create a game-plan that allows you to reach your financial goals.


Reach your target

Monitor your financial objectives alongside your advisor to ensure you’re on track to reach your target.

Advanced investment technology tailored for you

Whether you’re an experienced investor or just getting started, our investment platform is designed to achieve optimal returns at every stage of wealth. With the help of features like automated rebalancing, tax loss harvesting, and fractional shares, we’re able to truly maximize the money you earn and keep.

The foundation of our platform is built upon academically proven investment principles. With the use of sophisticated algorithms, behavioral guardrails, and an elegant interface, our platform is designed to maximize your long-term performance, making sure no returns are left on the table.


Today, technology can accomplish tasks faster than humans. Tax-loss harvesting, rebalancing and reinvestment of dividends, and even cash flows.


Our customers pay one simple all-inclusive management fee. No trading fees, no commissions.


We optimize investment returns tax-efficiently, with Tax Loss Harvesting and other tools.

Ready To Take Control of Your Financial Future?