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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.

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Wealth Management
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Tax Returns & Accounting
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Financial Planning
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Retirement Planning
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Pledged Asset Line
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Social Security Optimization
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College Planning
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Charitable Giving Services
Referral Services
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Estate Planning Services
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Insurance Services
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Banking
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Checking
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Mortgages
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Trustee Services

What's New at IFA

Latest Videos

Reasons To Avoid Index Funds (ETFs)Thursday, September 24, 2020

Latest Articles

Is the Stock Market Divorced From Reality?Thursday, September 24, 2020

IFA App

The IFA 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 IFA App makes it easy to:

  • Login to your IFA Account to view and download your monthly performance reports. On Apple iOS only.
  • Access IFA 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 with IFA
  • Contact IFA's wealth advisors via phone, email or Facetime
  • Available on both the Apple App Store and Google Play Store for Android.
Explore our App

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 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
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Multi-Period Returns
Multi-Period Returns
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Risk Return Scatter Plot
Risk Return Scatter Plot
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High-Low $
High-Low $
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Why Diversify Stocks
Why Diversify Stocks
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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
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Roller Coaster
Roller Coaster
Distributions
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Random Walk
Random Walk
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Distribution Monthly
Distribution Monthly
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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
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Premium Distributions
Premium Distributions
Research
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Dimensions of Returns
Dimensions of Returns
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Performance of Premiums
Performance of Premiums
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IFA Client Success
IFA Client Success
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Performance Persistence
Performance Persistence
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t-Stat of Alpha
t-Stat of Alpha
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Before & After Hiring
Before & After Hiring
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Style Drifters
Style Drifters
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Manager's Performance
Manager's Performance
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Style Drifters Across Decades
Style Drifters Across Decades
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Industrial Rotation
Industrial Rotation
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Country Rotation
Country Rotation
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Stock Rotation
Stock Rotation
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Forecast Accuracy
Forecast Accuracy
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Intra-Year vs. Year-End
Intra-Year vs. Year-End
Comparisons
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Vanguard vs DFA - Select Mutual Fund Comparisons
Vanguard vs DFA - Select Mutual Fund Comparisons
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Vanguard vs DFA in IFA Index Portfolio Allocations
Vanguard vs DFA in IFA Index Portfolio Allocations
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The Decline of Warren Buffett's Alpha
The Decline of Warren Buffett's Alpha
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Index Comparisons
Index Comparisons
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Pos vs Neg Returns
Pos vs Neg Returns
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Compare Portfolios
Compare Portfolios
IFA Awards and Accolades
See the various awards we've received from CNBC, Barron's, Financial Times, and Financial Advisor Magazine
More Accolades and Awards
Barron's

Ranked #96 Financial Advisors in California 2020
Mark Hebner

The rankings are based on data provided by around 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.
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.
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.

Learn About an Evidence-Based Approach to Investing

Index Funds Investing Kit
Index Funds Investing Kit
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Order Now on Amazon
Index Funds: The 12-Step Recovery Program for Active Investors
Index Funds: The 12-Step Recovery Program for Active Investors
FREE E-BOOK

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Amazon
Index Funds: The Documentary
Index Funds: The Documentary
FREE MOVIE

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Amazon
Galton Board
Galton Board
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Amazon