Gordon Shuler is a Vice President and Wealth Advisor (Series 65) at Index Fund Advisors, Inc. He has over 25 years of experience in the industry and has been with IFA for over 15 of them.
Gordon utilizes his deep knowledge of index fund investing by specializing in 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, low-cost 401(k) retirement solutions for their employees.
Gordon enjoys educating clients through simplified explanations of complex investment concepts. He has presented on a variety of investment topics to hundreds of seminar attendees and has periodically provided commentary and interviews on local radio stations.
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 start-up firms in the high technology area of computer engineering.
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.