Dear Valued Clients of Index Funds Advisors:

In response to the recent turmoil in equity markets, and concerns raised with respect to asset protection, IFA wishes to provide you with important information regarding the financial strength and asset protection of both Schwab Institutional and Fidelity’s National Financial Services.

For assets with Dimensional Fund Advisors, please please refer to the links below, which detail the provisions of protection that pertain to your accounts:

1)     Dimensional Fund Advisors Investor Protection

2)     DFA FAQ

For assets with Schwab, please refer to the links below, which detail the provisions of protection that pertain to your accounts:

1)      Schwab’s Asset Protection Policy

2)      Schwab’s Statement of Financial Condition dated March 31, 2008

3)      Message from Charles Goldman - Schwab's Financial Strength

4)      Customer Asset Protection Company Ratings—labeled CAPCO Ratings

For assets with Fidelity, please please refer to the links below, which detail the provisions of protection that pertain to your accounts:

1)      Fidelity Institutional Brokerage Services Customer Asset Protection Overview

2)      National Financial Services, LLC. Consolidated Statement of Financial Condition as of Dec 31, 2007

 

We hope you find this information helpful.

As always, we appreciate your trust in helping you invest your assets. If we may of further assistance, or answer additional questions, please contact your Investment Advisor Representative.


Best Regards,

Mark T. Hebner
President
Index Funds Advisors, Inc.


 

 

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Index Funds Advisors, Inc.    
Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150  —  Irvine, CA 92612  
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