About Index Fund Advisors
As a Registered Investment Adviser, IFA is required by law to act as a fiduciary and only make investment recommendations that are in the best interest of our clients. This is the highest standard of care required and exceeds the less stringent suitability standard followed by non-RIA financial services firms. Fiduciaries are required to act with undivided loyalty to their clients. They are required to disclose how they get paid and reveal any corresponding conflicts of interest. The Committee for the Fiduciary Standard states the five principles of fiduciary standard, as follows:
As part of a comprehensive financial plan, investors should assemble a wealth management team, including a Registered Investment Adviser (RIA), an Estate Planning Attorney, a CPA and a fee-only fiduciary Insurance Advisor.
See our SEC public disclosures.
For employer-sponsored retirement plans, Index Fund Advisors (IFA) acts as a 3(38) investment manager, which mandates that we act in a fiduciary capacity as required by the Employee Retirement Income Security Act (ERISA).
Learn More >It should go without saying that the financial services industry should be built on a foundation of trust. Entrusting someone else with your precious resources is a big decision and one that needs to be taken with the utmost care and diligence.
Learn More >Risk Capacity Survey
Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.
Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of how much risk one can manage.
Determine Your Risk CapacityThe data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do 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.
