Corporate Headquarters, Irvine CA

Index Funds Advisors, Inc.
19100 Von Karman Ave.,
Suite 450
Irvine, CA 92612

Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048

Our corporate office is located in the Atrium Building in Irvine, CA, which is very close to Orange County's John Wayne airport.
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Index Funds Advisors, Inc. (IFA) is a fee-only Independent Financial Advisor (ifa), registered with the United States Securities and Exchange Commission. IFA incorporated on March 5, 1999 and also is a 50% owner of IFA Canada, Inc. (see ifacanada.com).

We match people with portfolios by carefully measuring risk capacity and matching the results to an appropriate risk exposure, in the form of an index portfolio. This process positions our clients for an investment experience that optimizes the trade off between risk and return, based on 80 years of historical index data.

IFA manages brokerage, IRA, 401k, 403b, profit sharing, and all other investment accounts. We also facilitate IRA rollovers from 401ks and 403bs. IFA also provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. For institutional accounts, please see our Institutional Division website: ifa-i.com.

See our SEC public disclosures HERE.

The chart below shows IFA's growth of assets under management since inception in 1999.

IFA assists clients in creating and purchasing diversified portfolios of index funds, primarily from Dimensional Fund Advisors (see DFA Brochure.), Vanguard, Fidelity and Barclays Global Investors (iShares). Dimensional Fund Advisors strives to deliver the performance of capital markets and add value through portfolio design and trading. The firm departs from the rules and rigidity of traditional index funds and avoids the cost-generating activity of stock picking and market timing. Instead DFA focuses on the dimensions of capital markets that reward investors and they deliver them as intelligently and effectively as possible. Their indexes tend to overweight small cap and value stocks, where expected returns are greater. Over 1,000 Investment Advisors rated DFA as the best overall company in the mutual fund business in several surveys. We primarily use their funds to create globally diversified portfolios of index funds. DFA funds are only available to individual investors through DFA approved investment advisors. IFA is approved for the purchase of DFA funds, but receives no compensation from DFA or any other investments. For institutional investors, we design diversified index manager portfolios to minimize vendor concentration risk.

You may select Charles Schwab & Company, Fidelity Investments or TD Ameritrade as the custodian for your account. (see SIPC) If you already have an account with any of these firms, you can easily assign your account to our Master Account to become one of our clients.

We currently have 14 investment advisors; Mark Hebner, Gordon Shuler, Dave Mertz, Brendan Connelly, Denise Delaney, Becky Vasquez, Brad von Grote, David Porter, Dan Solin, Ted Fischer, Ben Brinkerhoff, Matt Cooper, Brent DeVore, and Venkat Yarlagadda. In addition we have 17 other employees and several independent contractors. In total, about 80 people have contributed to the IFA investor education projects of books, websites, brochures, audio recordings, and videos. We hope that we have helped you better understand how markets work.

We also have an IFA Advisor Network program, where select financial advisors license the information and tools on our web site for their prospective clients and existing clients. These advisors have a license agreement with IFA and are approved to use the materials on this site. Advisors without such an agreement are not authorized to use any of our materials, including but not limited to, the investor education and asset allocation tools. If your advisor is using these tools without authorization, p