IFA Index Calculator
Retirement Calculator
Target Date Calculator
Retirement Income
College Planning
T-Statistic Calculator
401(k) Calculator
Net Worth
Net Income
Roth IRA Conversion
Fee Calculator
Multi Funds Calculator
MENU
Home
Risk CapacitySurvey
FinPlanSurveys
Wealth Management
Retirement Plans
Institutional
Financial Calculators ▾
Open an Account
Schedule a Meeting
IFA App
Videos ▾
Articles
Charts
Investor Education ▾
IndexPortfolios ▾
FundOptions
Resources▾
About Us ▾
Store
GaltonBoard/Coins ▾
Taxes
Back-testing Disclosures
Index Descriptions
Glossary
Form CRS
Our knowledgeable advisors provide service beyond the investment, and value beyond what the market delivers.
IFA provides wealth services through the following six key roles:
The Professional
Offering expertise in assessing the state of your finances and developing risk-appropriate investment strategies to help you meet your goals.
The Listener
Emotional reactions to financial upheavals are real. Consequently, IFA listens to your fears and seeks out the issues driving those feelings to provide practical long-term answers.
The Teacher
The first step to avoiding emotion-driven investing is a simple matter of attaining higher investment knowledge. With IFA's extensive investor education program, we are uniquely positioned to be your teacher.
The Architect
Once these lessons are understood, IFA becomes an architect, helping you build a long-term wealth management strategy that best suits your specific risk capacity and lifetime goals.
The Coach
Even with a sound strategy in place, doubts and fears inevitably arise. When this happens, IFA reinforces academic investment principles to keep you on track.
The Guardian
As a long-term fiduciary, IFA is like a lighthouse keeper, scanning the horizon for issues that may affect you and keeping you informed of these developments.
IFA matches people with portfolios by carefully qualifying and quantifying five dimensions of an investor's risk capacity and matching it to five dimensions of a portfolio's risk exposure.
More About Us
IFA is comprised of knowledgeable, driven people who care about the relationships they build and the lives they help make financially secure.
HomeTaxesAbout Us
888-643-3133
Contact Us
Newsletter Subscribe
eMoney
IFA Apps
Index Funds Book on Kindle
Index Funds Audiobook
Careers
Facebook
X
LinkedIn
InstagramVideos
YoutubeGlossary
TermsDisclosuresIndex DescriptionsForm CRS The 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.
© 1999-2026 Index Fund Advisors, Inc. All Rights Reserved | 19200 Von Karman Ave. Suite 150 Irvine, CA 92612 | 888-643-3133