“As your advisor, I promise to put your needs first, to offer exceptional service and to uphold my fiduciary duty to always work in your best interest.”

Venkat Yarlagadda
AIF®
Investment Advisor Representative

Northeast Regional Representative


Contact Information
Direct : 212-380-3044
Toll Free: 1-888-342-7026
Cell: 212-380-6419
Fax: 201-751-1677
Email: venkat@ifa.com
Advisor's Bio
Venkat's Page
(Print Copy)

Corporate Office
19200 Von Karman Ave.
Suite 150
Irvine, CA 92612

 

My name is Venkat Yarlagadda. I am an Investment Advisor Representative with Index Funds Advisors (ifa.com). I am a seasoned financial professional committed to delivering superior investment advice based on financial science. I proudly provide customized and personalized investment advisory services to individuals, 401(k) plans, pensions, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

My clients benefit from my unwavering commitment to the following four essential Principles:

  1. I am deeply interested in what is important to you.
  2. I will invest the necessary time to understand your unique investment needs.
  3. I am an investment professional. If your needs are outside my scope of expertise, I will refer you to knowledgeable professionals who share my high standard of care.
  4. I will always seek the most effective solution for you.

With just a few moments of your time, I can share with you the strategies for how I can help you achieve a brighter financial future of higher risk adjusted returns - the result of an education in financial science.

Let's get started by finding your unique risk level by completing our Risk Capacity Survey!



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 Backtested Performance Info
 
This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Recovery Program for Active Investors book or eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.) For a copy of the Index Funds Advisors, Inc. Privacy Policy, click here.

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Index Funds Advisors, Inc.    
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.