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If you have $50,000 - $100,000 to invest, you can now invest with Index Funds Advisors (IFA) and have access to IFA's advisory services and globally diversified Index Portfolios. IFA's minimum has historically been set at $100,000. If you are building your wealth either early in your career or later in life, IFA offers you the opportunity to work with an IFA Investment Advisor Representative and be matched with a risk-appropriate portfolio. IFA calls this the "Emerging Affluent Program" and works with Trust Company of America as the custodian of the investments.
As an Emerging Affluent investor, you have access to 100 different Index Portfolios that can be implemented through either your taxable account or IRA account.
IFA's Index Portfolios are comprised of globally diversified blends of index funds, primarily from Dimensional Fund Advisors (DFA), a company that was voted number one by Barron's for 2010.
Until now, you may have felt you had to invest on your own as a do-it-yourself investor due to the minimum asset amount that many financial advisory firms require. The Emerging Affluent Program now allows you the chance to access efficient, globally diversified index portfolios usually available only to investors with a greater amount of assets. You are also able to work with an IFA Advisor Representative with the added benefit of automatic portfolio rebalancing on an annual basis.
The Value of a Passive Advisor
Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150 — Irvine, CA 92612
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050 — Fax: 949-502-0048 — Email:
For several other offices and representative locations, see About Us.
We have created this chart to summarize the above studies.