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Index Fund Advisors, Inc.

Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.

Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s.

The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience.

IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets.

IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 87 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques, employed by Dimensional Fund Advisors.

In IFA's Advisor Network program, select financial advisors license the information and tools on our website for their prospective and existing clients. Through a license agreement with IFA, said advisors are authorized to use the materials on this site. Those advisors without such an agreement are not authorized to use any of IFA’s proprietary intellectual property.

The chart below shows IFA's growth of assets under management since inception:

IFA assists clients in creating and purchasing diversified portfolios of index funds throughout the nation.

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IFA is comprised of knowledgeable, driven people who care about the relationships they build and the lives they help make financially secure.

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Our Brochure

A comprehensive source for all your IFA needs – offline.

The IFA Brochure includes valuable information on the company, team and services as well as an abridged overview of the 12-Step Recovery Program and the IFA Index Portfolios.

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