Index Portfolio Tools Advisors

Index Portfolio Tools Advisors is a registered investment advisor founded in 2011 and based in Easton, Maryland. The firm is led by Thomas R. Campi, Jr., who serves as the principal owner, chief investment officer, and sole advisor. Index Portfolio Tools Advisors primarily focuses on investment management services, designing personalized asset allocations using listed stocks, mutual funds, exchange-traded funds, and municipal securities. The firm incorporates limited aspects of financial planning into its investment strategies, though it does not prepare standalone comprehensive financial plans. Services are provided on an ongoing basis with discretionary authority to trade on behalf of clients. In addition to individual wealth management, Index Portfolio Tools Advisors offers non-fiduciary advice and consultations to retirement plans and profit-sharing plans.