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Favorite 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 backtested 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
Year To Date Returns for IFA Index Portfolios and Indexes
Multi-Period Index Returns
2
Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes
Risk Return Scatter Plot
3
Why Diversify? Stocks vs IFA Indexes and Index Portfolios
Why Diversify
4
Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes
Roller Coaster
Distributions
5
The Random Walk of Market Returns
Random Walk
6
Distribution of Monthly Returns in Selected Monthly Rolling Sample Periods
Distribution Monthly
7
Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios
Histograms of SPIEs
8
Distribution of Monthly Returns of IFA Index Portfolios
Distribution Monthly
9
Estimated Distributions of IFA Index Portfolios
Estimated Distributions
10
Historical Annual Return of US Stock Market as Measured by CRSP 1-10 Index
Historical Returns
Research
11
Dimensions of Returns
Dimensions of Returns
12
Historical Performance of Premiums over Rolling Periods
Performance of Premiums
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IFA Client Success at Capturing Benchmark Index Returns
IFA Client Success
14
Statistical Significance of Alpha¹ Among 1253² U.S. Mutual Funds
t-Stat of Alpha
15
Before and After Hiring Returns of Investment Managers
Before & After Hiring
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Managers Performance Before and After Hiring or Firing
Manager's Performance
17
Stock Picking Skill Statistically Indistinguishable from Zero
Stock Picking Skill
18
Style Drifters: Can You Pick the Next Asset Class Winner?
Style Drifters
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Style Drifters: Can You Pick the Next Industrial Sector Winner?
Industrial Rotation
20
Style Drifters: Can You Pick the Next Country Winner?
Country Rotation
21
Stock Pickers: Can You Pick the Next Winner From These 15* Dow Jones Stocks?
Stock Rotation
22
Forecast Accuracy: 74% Required to Beat the Market
Forecast Accuracy
Comparisons
23
Vanguard vs Dimensional Fund Advisors - Select Mutual Fund Comparisons
Vanguard vs Dimensional
24
Vanguard Funds vs. Dimensional Funds in IFA Index Portfolio Allocations
Vanguard vs DFA
25
Index Comparisons
Index Comparisons
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Positive vs. Negative Returns in IFA Index Portfolios
Pos vs Neg Returns
27
Compare Index Portfolios:  IFA Index Portfolio 5 vs. IFA Index Portfolio 100
Compare Portfolios
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Predictablity of Returns for Index Portfolio 100 - Based on Previous Return
Predictability of Returns
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The Return Differences of IFA Index Portfolio 100 minus S&P 500 Index
Index Portfolio 100 minus S&P
IFA Awards and Accolades
See the various awards we've received from CNBC, Forbes, Barron's, Financial Times, and Financial Advisor Magazine
CNBC

CNBC Top 100 Financial Advisors of 2019

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.
Forbes

Best-In-State Wealth Advisor Southern California 2019
Mark Hebner

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
Financial Times

Top 300 RIAs of 2019

$1 Billion and Over
Asset Category

Members of this list were assembled using scoring based on six broad factors, including areas of consideration such as AUM, asset growth, company age, industry certifications, SEC compliance, and online accessibility.
Barron's

Ranked #104 Financial Advisors in California 2019
Mark Hebner

The rankings are based on data provided by over 4,000 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.
Financial Advisor Magazine

Top 275 RIAs of 2018

Members of this list are ranked by total assets under management, must be independent registered investment advisors and file their own ADV statement with the SEC. Firms must have at least $50 million in assets under management as of December 31, 2017 and they must provide financial planning and related services to individual clients. Corporate RIA firms, investment advisor representatives (IARs) and hybrids are not eligible for this ranking.

Fiduciary Wealth Services

IFA offers customized investment management and portfolio strategies alongside online 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.

Social Security Optimization
Charitable Giving Services
Referral Services
Insurance Services

Financial
Planning

IFA Financial planning utilizing eMoney is robust technology where IFA clients can keep their financial accounts, investments and spending organized in one easy-to-use personal financial management dashboard, and dedicated IFA Wealth Advisors can in turn produce comprehensive and personalized financial plans.

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Learn About an Evidence-Based Approach to Investing

IFA is pleased to announce the launch of its new division, IFA Taxes!
Learn more about IFA Taxes, click here