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Fund Options

Please let us know how you want to implement your index portfolio. If you need help with this form, please contact your IFA Wealth Advisor.

This form is intended as a tool to help you communicate your preferences regarding portfolio implementation. It does not constitute financial advice, nor is it considered a binding agreement or an Investment Policy Statement. For personalized guidance, please consult with your IFA Wealth Advisor. Submission of this form does not guarantee implementation as described, and your preferences will be reviewed according to suitability standards and regulatory guidelines. IFA Index Portfolios are recommended based on the investor's risk capacity, which considers their time horizon, attitude towards risk, net worth, income, and investment knowledge.

Take the IFA Risk Capacity Survey to determine which index portfolio matches your risk capacity.

Preset Fund Mixes:
Equity Funds
%
Fixed Income Funds
%
1.
E1 IFA Default Equity
Small/Value/Prof - ETFs
F1 IFA Default Fixed Income
Short-term/Mixed - Mutual Funds
ID S1-B1-50
2.
E2 Core Plus Equities
Large/Prof/Core - ETFs
F2 IFA Default Fixed Income
Short-term/Mixed - ETFs
ID S2-B2-50
3.
E11 Equities
Large/Prof/Value - ETFs
F1 IFA Default Fixed Income
Short-term/Mixed - Mutual Funds
ID S11-B1-50
4.
E1 IFA Default Equity
Small/Value/Prof - ETFs
F2 IFA Default Fixed Income
Short-term/Mixed - ETFs
ID S1-B2-50
5.
E12 Equities
Large/Mid/Small/Value - ETFs
F1 IFA Default Fixed Income
Short-term/Mixed - Mutual Funds
ID S12-B1-50
6.
E3 High Profitability Equities
Small/Prof/Value - ETFs and Mutual Funds
F1 IFA Default Fixed Income
Short-term/Mixed - Mutual Funds
ID S3-B1-50
7.
E13 Equities
Large/Mid/Small/Value - ETFs and Mutual Funds
F10 Total Bond Market Fixed Income
Broad/Mixed - ETFs
ID S13-B10-50
8.
E14 Equities
Large/Blend - ETFs and Mutual Funds
F10 Total Bond Market Fixed Income
Broad/Mixed - ETFs
ID S14-B10-50
9.
E5 Equities
Small/Value - ETFs and Mutual Funds
F10 Total Bond Market Fixed Income
Broad/Mixed - ETFs
ID S5-B10-50
10.
E4 Equities
Small/Value - ETFs
F9 Core Fixed Income
Interm/Mixed - ETFs
ID S4-B9-50
11.
E15 Equities
Small/Value - Mutual Funds
F15 Fixed Income
Interm/Mixed - Mutual Funds
ID S15-B15-50
12.
E18 Catholic Values Equities
Large/Core - Mutual Funds
F8 Catholic Values Fixed Income
Broad/Mixed - Mutual Funds
ID S18-B8-50
13.
E19 401(k) Equity
Small/Value/Prof - ETFs and Mutual Funds
F1 IFA Default Fixed Income
Short-term/Mixed - Mutual Funds
ID S19-B1-50
Fund Mixer:
Equity Funds
%
E1
IFA Default Equity
Small/Value/Prof - ETFs
ID S1
E2
Core Plus Equities
Large/Prof/Core - ETFs
ID S2
E3
High Profitability Equities
Small/Prof/Value - ETFs and Mutual Funds
ID S3
E4
Equities
Small/Value - ETFs
ID S4
E5
Equities
Small/Value - ETFs and Mutual Funds
ID S5
E6
Equities
Large/Value - ETFs and Mutual Funds
ID S6
E7
Equities
Small/Value - ETFs and Mutual Funds
ID S7
E8
Equities
Mid/Value - ETFs and Mutual Funds
ID S8
E9
Equities
Large/Value - ETFs and Mutual Funds
ID S9
E10
Equities - E
Large/Value/Metals - ETFs and Mutual Funds
ID S10
E11
Equities
Large/Prof/Value - ETFs
ID S11
E12
Equities
Large/Mid/Small/Value - ETFs
ID S12
E13
Equities
Large/Mid/Small/Value - ETFs and Mutual Funds
ID S13
E14
Equities
Large/Blend - ETFs and Mutual Funds
ID S14
E15
Equities
Small/Value - Mutual Funds
ID S15
E16
Sustainable Equities
Large/Core - Mutual Funds
ID S16
E17
Socially Responsible Equities
Large/Core - Mutual Funds
ID S17
E18
Catholic Values Equities
Large/Core - Mutual Funds
ID S18
E19
401(k) Equity
Small/Value/Prof - ETFs and Mutual Funds
ID S19
Fixed Income Funds
%
F1
IFA Default Fixed Income
Short-term/Mixed - Mutual Funds
ID S1
F2
IFA Default Fixed Income
Short-term/Mixed - ETFs
ID S2
F3
Core Plus Fixed Income
Interm/Mixed - ETFs
ID S3
F4
Global Extended Fixed Income
Broad/Mixed - Mutual Funds
ID S4
F5
Fixed Income - E
Short-term/Tips - ETFs and Mutual Funds
ID S5
F6
Sustainable Fixed Income
Broad/Mixed - Mutual Funds
ID S6
F7
Social Fixed Income
Broad/Mixed - Mutual Funds
ID S7
F8
Catholic Values Fixed Income
Broad/Mixed - Mutual Funds
ID S8
F9
Core Fixed Income
Interm/Mixed - ETFs
ID S9
F10
Total Bond Market Fixed Income
Broad/Mixed - ETFs
ID S10
F11
NY Muni Fixed Income
Long-term/Muni - Mutual Funds
ID S11
F12
National Muni Fixed Income
Interm/Muni - Mutual Funds
ID S12
F13
Fixed Income
Short-term/Mixed - ETFs
ID S13
F14
CA Muni Fixed Income
Interm/Muni - Mutual Funds
ID S14
F15
Fixed Income
Interm/Mixed - Mutual Funds
ID S15
  • First name is required
  • Last name is required
  • Email address is required
  • Phone number is required
  • State is required
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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.
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