Private Counsel Portfolio ManagementSimple + Modern

About The Index House:

The Index House is a Private Counsel portfolio management firm focused on good consumer and investor practices including an indexing approach to investing. The Index House aims to simplify the investment process such that clients make better decisions and get better results.

The Index House offers a modern alternative to the investment services offered by large banks, brokerage firms and mutual fund companies.

Unique to the investment industry, the Index House recognizes how difficult it is to consistently and accurately predict which will be the best stocks, bonds, or mutual funds or which money manager will outperform or when to be in the market or out, as is the traditional approach to managing portfolios.

Thus, the Index House takes a modern, non-predictive, indexing approach to managing client portfolios.

The Index House offers:

  • Market returns without relying on predictions
  • Less risk by reducing or eliminating uncompensated risk
  • Lower fees that are disclosed at inception, and throughout our provision of services
  • Less tax by aligning investment incomes with your account types
  • Better reporting by disclosing returns, fees, and holdings quarterly

About Chris Turnbull (Advisor):

Experience:
Chris Turnbull is a portfolio manager with 25 years of experience working with individuals to manage their portfolio(s).

Education:
Since graduating from the University of Alberta with a Bachelor of Arts degree specializing in Economics, Chris has gone on to achieve the Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP) designations. Chris is currently working toward the Trust and Estate Planning (TEP) certification.

Expertise:
Chris has written articles for and been interviewed by national publications such as, the Globe and Mail, MoneySense, CNBC and Canadian Business.

In 2011, Chris wrote Trustee Investment Powers, and the Higher Standards of Prudence, to help trustees design, invest and manage prudent trust portfolios. He presented the paper to influential groups such as, the Institute of Corporate Directors (ICD), the Society for Trust and Estate Practitioners (STEP), the Canadian Bar; Wills & Estates Chapter.

In 2013, Chris published his first book titled, Your Portfolio is Broken; Who's to Blame and How to Fix It which is intended to help investors understand the interests of the investment industry, the interests of investors and a simple and modern approach to portfolio management.

Balance:
Chris is a member of the Canadian Progress club, serving on the executive of the Edmonton Downtown and St. Albert chapters as well as holding board positions on Camp Warwa, the Children's Charitable Society and the Edmonton chapter of the Society of Trust and Estate Practitioners (STEP). He is also Co-chair of CANstruction Edmonton an annual competition between teams of Engineers, Architects, Designers and Contractors to design and build amazing structures out of cans of food. These colossal creations are judged for various awards and remain on display to the public (U of A, Enterprise Square 10230 Jasper Avenue). At the conclusion of the event, all food items are donated to the Edmonton, Strathcona and St. Albert food banks.