Index Fund Advisors, Inc. - Fiduciary Wealth Services, DFA Funds

The Quality of Advice Lowers Advisor Risk

Featured Charts

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

Significance of Alpha Among U.S. Mutual Funds*

Risk Return Scatter Plot of Original IFA Index Portfolios and IFA Indexes

Vanguard Funds vs. Dimensional Funds in IFA Index Portfolios

Harvard and Yale Endowments vs. IFA Index Portfolio 100

Risk and Return Scatter Plot of IFA Index Portfolios and IFA Indexes

Why Diversify? Stocks vs. Indexes and IFA Index Portfolios

Time Diversification of IFA Index Portfolios

State Retirement Systems vs. Index Portfolios

Before and After Hiring Returns of Investment Managers

Managers Performance Before and After Hiring or Firing

Style Drifters: Can You Pick the Next Asset Class Winner? Rewind/Play:

Style Drifters: Can You Pick the Next Industrial Sector Winner? Rewind/Play:

Style Drifters: Can You Pick the Next Country Winner?

Stock Pickers: Can You Pick the Next Winner From These 23* Dow Jones Stocks?

The Value of Human and Financial Capital in IFA Index Portfolios

Stock Picking Skill Statistically Indistinguishable from Zero

Positive vs. Negative Returns in IFA Index Portfolios

Histograms of Simulated Passive Investor Experiences in IFA Index Portfolios

Normal Distributions of IFA Index Portfolios

Distribution of Monthly Returns of IFA Index Portfolios

Roller Coaster of Risk and Return for IFA Index Portfolios and IFA Indexes

High-Median-Low Monthly Rolling Period Analysis in IFA Index Portfolios

Simulated Passive Investor Experiences (SPIEs) in IFA Index Portfolios

IFA Client Success at Capturing Benchmark Index Returns

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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.

Investment Advisory

Financial Planning

Retirement Planning

College Planning

Trustee Services

Charitable Giving Services

Social Security Optimization

Insurance Services

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 1,552 articles, 378 videos, over 2,879 charts, descriptions of 2,564 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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