Continue to Site
What is an Index Fund?
IFA defines index funds as mutual or exchange-traded funds that follow a set of rules of ownership which are held constant regardless of market conditions.
Read More

Get Started with IFA in 3 Simple Steps


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.

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

What's New at IFA

Latest Videos

2021 Q1 Market ReviewThursday, April 15, 2021

Latest Articles

Ivy Funds: A Deeper Look at PerformanceTuesday, April 13, 2021

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 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
6
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
10
Distribution Monthly
Distribution Monthly
11
Histograms of SPIEs
Histograms of SPIEs
12
Distribution Monthly
Distribution Monthly
13
Estimated Distributions
Estimated Distributions
14
Historical Returns
Historical Returns
15
Premium Distributions
Premium Distributions
Research
16
Dimensions of Returns
Dimensions of Returns
17
Performance of Premiums
Performance of Premiums
18
IFA Client Success
IFA Client Success
19
Performance Persistence
Performance Persistence
20
t-Stat of Alpha
t-Stat of Alpha
21
Before & After Hiring
Before & After Hiring
22
Style Drifters
Style Drifters
23
Manager's Performance
Manager's Performance
24
Style Drifters Across Decades
Style Drifters Across Decades
25
Industrial Rotation
Industrial Rotation
26
Country Rotation
Country Rotation
27
Stock Rotation
Stock Rotation
28
Forecast Accuracy
Forecast Accuracy
29
Intra-Year vs. Year-End
Intra-Year vs. Year-End
Comparisons
30
Vanguard vs DFA - Select Mutual Fund Comparisons
Vanguard vs DFA - Select Mutual Fund Comparisons
31
The Decline of Warren Buffett's Alpha
The Decline of Warren Buffett's Alpha
32
Index Comparisons
Index Comparisons
33
Compare Portfolios
Compare Portfolios
34
Pos vs Neg Returns
Pos vs Neg Returns
35
IP 100 vs IFA SP 500
IP 100 vs IFA SP 500
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

Top Financial Advisors in California 2021
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.
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.
Financial Planning

Top 150 RIA Leaders
2020

Rankings are based on discretionary and nondiscretionary assets under management listed on SEC Form ADV as of May 1, 2020. 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 50% or more individual clients, as can be determined through the Form ADV, are included. RIA in a Box compiled the rankings.
CNBC

CNBC Top 100 Financial Advisors
2020

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.
All rankings are not representative of client experience and not representative of future performance.

Learn About an Evidence-Based Approach to Investing

Index Funds Investing Kit
Index Funds Investing Kit
LEARN MORE


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

LEARN MORE


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

LEARN MORE


Amazon
Galton Board
Galton Board
LEARN MORE


Amazon