What are Index Funds?
IFA defines index funds as mutual or exchange-traded funds that follow a set of rules of ownership which, under normal circumstances, are held constant.
The SEC categorizes index funds as:

Get Started with IFA in 3 Simple Steps


Favorite Videos

IFA.com provides videos explaining the investing strategies of Index Fund Advisors and Mark Hebner's book, Index Funds: The 12-Step Recovery Program for Active Investors, with Foreword by Nobel Laureate Harry Markowitz.

Fiduciary Wealth Services

IFA offers customized investment management and portfolio strategies alongside tax planning and accounting, online financial planning and referral services for a better overall client experience. An experienced IFA Wealth Advisor provides personalized advice to help clients achieve their long-term financial goals.

IFA Index Portfolio Returns Matrices

Index Fund Advisors App

The Index Fund Advisors App is an educational resource for investors that is available for both Apple iOS and Android devices. Gain access to hundreds of articles and videos on evidence-based strategies, including investing advice videos from Nobel Laureates such as Eugene Fama and Harry Markowitz.

The App makes it easy to:

  • Login to your account to view and download your monthly performance reports. On Apple iOS only.
  • Access Index Portfolio historical risk and return data
  • Read and share evidence based investing articles and videos
  • Gain access to the documentary film Index Funds: The 12 Step Recovery Program for Active Investors
  • Setup an account
  • Contact wealth advisors via phone, email or Facetime
  • Available on both the Apple App Store and Google Play Store for Android.
Explore our App

Favorite ChartsFavorite Charts

IFA's extensive collection of charts presents a wealth of data supporting the benefits of investing with IFA. The data provided in all charts on this page is hypothetical back-tested performance and is not actual client performance. Only data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. All other data, including the IFA Indexes, does not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.

Risk vs. Return
1
Multi-Period Returns
Multi-Period Returns
2
Risk Return Scatter Plot
Risk Return Scatter Plot
3
High-Low $
High-Low $
4
Why Diversify Stocks
Why Diversify Stocks
5
Gold and Silver vs. IFA Index Portfolios and IFA Indexes
Gold and Silver vs. IFA Index Portfolios and IFA Indexes
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Why Diversify International
Why Diversify International
7
Roller Coaster
Roller Coaster
8
Short-Term Size & Value Differences
Short-Term Size & Value Differences
Distributions
9
Random Walk
Random Walk
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Distribution Monthly
Distribution Monthly
11
Histograms of SPIEs
Histograms of SPIEs
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Distribution Monthly
Distribution Monthly
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Estimated Distributions
Estimated Distributions
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Historical Returns
Historical Returns
15
Premium Distributions
Premium Distributions
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Sim. Passive Investor Experiences
Sim. Passive Investor Experiences
Research
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Dimensions of Returns
Dimensions of Returns
18
Evidence of a Lack of Stock Picking Skill Among Fund Managers
Evidence of a Lack of Stock Picking Skill Among Fund Managers
19
Performance of Premiums
Performance of Premiums
20
Dimensions of Global Returns
Dimensions of Global Returns
21
Integrating Multiple Premiums
Integrating Multiple Premiums
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Diversification
Diversification
23
IFA Client Success
IFA Client Success
24
Fiduciary-Minded Advisor
Fiduciary-Minded Advisor
25
Performance Persistence
Performance Persistence
26
Manager's Performance
Manager's Performance
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Before & After Hiring
Before & After Hiring
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Country Rotation
Country Rotation
29
Style Drifters
Style Drifters
30
t-Stat of Alpha
t-Stat of Alpha
Comparisons
31
Growth of $ IFA US Indexes Long Term
Growth of $ IFA US Indexes Long Term
32
Market Turmoil and the Dow Jones Industrial Average
Market Turmoil and the Dow Jones Industrial Average
33
Vanguard vs DFA - Comparisons
Vanguard vs DFA - Comparisons
34
Decline of Warren Buffet's Alpha
Decline of Warren Buffet's Alpha
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Vanguard vs. DFA in IFA Index Portfolios
Vanguard vs. DFA in IFA Index Portfolios
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Index Comparisons
Index Comparisons
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Compare Portfolios
Compare Portfolios
IFA Awards and Accolades
See the various awards we've received from Barron's, CNBC, Financial Times, and Financial Advisor Magazine
Barron's

Top Financial Advisors in California 2022
Mark Hebner

The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.
CNBC

CNBC Top 100 Financial Advisors
2021

The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.
Financial Planning

Top 150 RIA Leaders
2021

For this ranking of independent, fee-only planning firms, firms that take commissions or retain broker-dealer or insurance company affiliations are excluded. To capture the firms that primarily offer holistic financial advice to individuals, only firms with 33% or more individual clients, as can be determined through the Form ADV, are included. Firms must list at least one financial planning client. RIA in a Box compiled the rankings.
Investopedia

Top 100 Financial Advisors
2020
Mark Hebner

Investopedia's proprietary methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most diverse financial and investing audience. That reach is measured by the impact and quality of the advisor's published work, public appearances, online following, and commitment to financial literacy across diverse communities. The 2020 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers. We receive no compensation from placing advisors on our list, nor does an advisor's appearance on our list constitute an individual endorsement by Investopedia of such advisor.
All rankings are not representative of client experience and not representative of future performance.