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About

A Simple + Modern Approach to Portfolio Management

New Mindset New Results

The Index House is a Private Counsel portfolio management firm focused on modern 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.

 

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

 

The Index House is the simple + modern alternative to the product oriented investment services of banks, brokerage firms and mutual fund financial planning firms.

About Chris Turnbull

BA (ECONOMICS), CFA, CFP, TEP, PORTFOLIO MANAGER

Experience:

Chris Turnbull is a portfolio manager with 27 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), Certified Financial Planning (CFP) and Trust and Estate Planning (TEP) designations.

 

Expertise:

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

 

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 conflicted interests of the investment industry and investors and provide a simple + modern approach to portfolio management.

 

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), and the Canadian Bar Wills & Estates Chapter.

Chris Turnbull

Balance:

Chris is a board member of the Canadian Progress club (Edmonton Downtown) as well as, the Society of Trust and Estate Practitioners (STEP Edmonton).

He is 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 (Enterprise Square 10230 Jasper Avenue). At the conclusion of the event, all food items are donated to the Edmonton food banks.