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Featured Charts

IFA's extensive collection of charts presents a wealth of data supporting the benefits of investing with IFA.

1
Significance of Alpha Among U.S. Mutual Funds*
2
Risk Return Scatter Plot of Original IFA Index Portfolios and IFA Indexes
3
Vanguard vs Dimensional Fund Advisors
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Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios
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Harvard and Yale Endowments vs. IFA Index Portfolio 100
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Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios
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Risk and Return Scatter Plot of IFA Index Portfolios and IFA Indexes
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Why Diversify? Stocks vs. Indexes and IFA Index Portfolios
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Time Diversification of IFA Index Portfolios
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State Retirement Systems vs. Index Portfolios
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Before and After Hiring Returns of Investment Managers
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Managers Performance Before and After Hiring or Firing
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Style Drifters: Can You Pick the Next Asset Class Winner?             Rewind/Play:
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Style Drifters: Can You Pick the Next Industrial Sector Winner?        Rewind/Play:
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Style Drifters: Can You Pick the Next Country Winner?
16
Stock Pickers: Can You Pick the Next Winner From These 23* Dow Jones Stocks?
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The Value of Human and Financial Capital in IFA Index Portfolios
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Stock Picking Skill Statistically Indistinguishable from Zero
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Index Comparisons
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Positive vs. Negative Returns in IFA Index Portfolios
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IFA Index Portfolios
22
Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios
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Normal Distributions of IFA Index Portfolios
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Distribution of Monthly Returns of IFA Index Portfolios
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Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes
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High-Median-Low Monthly Rolling Period Analysis in IFA Index Portfolios
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Simulated Passive Investor Experiences (SPIEs) in IFA Index Portfolios
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IFA Client Success at Capturing Benchmark Index Returns
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Prediction
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IFA Awards and Accolades
See the various awards we've received from Forbes, Financial Planning, Financial Times, Financial Advisor Magazine, and WealthManagement.com
Members of the list include RIA Firms from the Top 150 list and are ranked based on client accounts (excluding broker-dealers and insurance companies).

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.

Robust Financial
Planning

IFA FinPlan, powered by eMoney, is a 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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FAQ

Question

What should individuals look for when selecting an investment firm?

Answer

Look for a firm that is a fiduciary (legally requiring them to always act in the best interest of the client) and is only compensated by clients with no conflicts of interest. The fiduciary responsibility to diversify assets and ensure that costs are reasonable combined with overwhelming academic evidence argue for the use of low-cost index funds. If your investment firm is not using index funds for your portfolio, you should ask for a detailed explanation as to why.

Question

What is unique about IFA's investment strategies?

Answer

We’ve built 100 globally diversified Index Portfolios that we match to each client’s capacity for risk. We do not rely on stock picking, market timing, or manager picking. We make no attempt to guess the next winning investment style or industrial sector. Our approach is to buy, hold, rebalance, and when feasible, tax loss harvest.

Question

You are a proponent of “replacing speculation with education.” How do you accomplish this?

Answer

Our website contains 1,523 articles, 364 videos, over 700 charts, descriptions of 2,562 books (including many rare and antique books) in the IFA library, and 334 quotes related to investing. It also includes Mark Hebner's 12-Step Recovery Program for Active Investors. This only scratches the surface regarding the data we provide investors on general investment performance, retirement savings, college savings, and many other important topics.

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In their own words

We have collected pearls of wisdom from academics and investment professionals we respect.

IFA Index Portfolios

IFA's highly regarded Index Portfolios are globally diversified across 44 countries and over 13,000 companies, and built in accordance with Nobel Prize winning research and evidence-based analysis of historic stock market data.

Learn About an Evidence-Based Approach to Investing