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Step 3: Stock Pickers

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Step 7: Silent Partners

Step 8: Riskese

Step 9: History

Step 10: Risk Capacity

Step 11: Risk Exposure

Step 12: Invest and Relax

Appendix

Index Portfolios

INDEX PORTFOLIOS

IFA Index Portfolio 100

IFA Index Portfolio 95

IFA Index Portfolio 90

IFA Index Portfolio 85

IFA Index Portfolio 80

IFA Index Portfolio 75

IFA Index Portfolio 70

IFA Index Portfolio 65

IFA Index Portfolio 60

IFA Index Portfolio 55

IFA Index Portfolio 50

IFA Index Portfolio 45

IFA Index Portfolio 40

IFA Index Portfolio 35

IFA Index Portfolio 30

IFA Index Portfolio 25

IFA Index Portfolio 20

IFA Index Portfolio 15

IFA Index Portfolio 10

IFA Index Portfolio 5

Sustainable Portfolios

Portfolio Overview

Risk & Return

Matching People with Portfolios

Fund Options

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GALTON BOARD/COINS

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Glossary

Form CRS

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

Equities
Small/Value/Prof - ETFs

Fixed Income
Short-term/Mixed - Mutual Funds

IFA Default Equities
Large/Prof/Core - ETFs

IFA Default Fixed Income
Broad/Intermediate/Short - ETFs

S11

Equities
Large/Prof/Value - ETFs

Fixed Income
Short-term/Mixed - Mutual Funds

Equities
Small/Value/Prof - ETFs

IFA Default Fixed Income
Broad/Intermediate/Short - ETFs

S12

Equities
Large/Mid/Small/Value - ETFs

Fixed Income
Short-term/Mixed - Mutual Funds

High Profitability Equities
Small/Prof/Value - ETFs and Mutual Funds

Fixed Income
Short-term/Mixed - Mutual Funds

S13

Equities
Large/Mid/Small/Value - ETFs and Mutual Funds

B10

Total Bond Market Fixed Income
Broad/Mixed - ETFs

S14

Equities
Large/Blend - ETFs and Mutual Funds

B10

Total Bond Market Fixed Income
Broad/Mixed - ETFs

Equities
Small/Value - ETFs and Mutual Funds

B10

Total Bond Market Fixed Income
Broad/Mixed - ETFs

10.

Equities
Small/Value - ETFs

Core Fixed Income
Interm/Mixed - ETFs

11.

S15

Equities
Small/Value - Mutual Funds

B15

Fixed Income
Interm/Mixed - Mutual Funds

12.

S18

Catholic Values Equities
Large/Core - Mutual Funds

Catholic Values Fixed Income
Broad/Mixed - Mutual Funds

13.

S19

401(k) Equity
Small/Value/Prof - Mutual Funds

Fixed Income
Short-term/Mixed - Mutual Funds

Fund Mixer:

Equity Funds

Equities
Small/Value/Prof - ETFs

IFA Default Equities
Large/Prof/Core - ETFs

High Profitability Equities
Small/Prof/Value - ETFs and Mutual Funds

Equities
Small/Value - ETFs

Equities
Small/Value - ETFs and Mutual Funds

Equities
Large/Value - ETFs and Mutual Funds

Equities
Small/Value - ETFs and Mutual Funds

Equities
Mid/Value - ETFs and Mutual Funds

Equities
Large/Value - ETFs and Mutual Funds

S10

Equities - E
Large/Value/Metals - ETFs and Mutual Funds

S11

Equities
Large/Prof/Value - ETFs

S12

Equities
Large/Mid/Small/Value - ETFs

S13

Equities
Large/Mid/Small/Value - ETFs and Mutual Funds

S14

Equities
Large/Blend - ETFs and Mutual Funds

S15

Equities
Small/Value - Mutual Funds

S16

Sustainable Equities
Large/Core - Mutual Funds

S17

Socially Responsible Equities
Large/Core - Mutual Funds

S18

Catholic Values Equities
Large/Core - Mutual Funds

S19

401(k) Equity
Small/Value/Prof - Mutual Funds

Fixed Income Funds

Fixed Income
Short-term/Mixed - Mutual Funds

IFA Default Fixed Income
Broad/Intermediate/Short - ETFs

Core Plus Fixed Income
Interm/Mixed - ETFs

Global Extended Fixed Income
Broad/Mixed - Mutual Funds

Fixed Income - E
Short-term/Tips - ETFs and Mutual Funds

Sustainable Fixed Income
Broad/Mixed - Mutual Funds

Social Fixed Income
Broad/Mixed - Mutual Funds

Catholic Values Fixed Income
Broad/Mixed - Mutual Funds

Core Fixed Income
Interm/Mixed - ETFs

B10

Total Bond Market Fixed Income
Broad/Mixed - ETFs

B11

NY Muni Fixed Income
Long-term/Muni - Mutual Funds

B12

National Muni Fixed Income
Interm/Muni - Mutual Funds

B13

Fixed Income
Short-term/Mixed - ETFs

B14

CA Muni Fixed Income
Interm/Muni - Mutual Funds

B15

Fixed Income
Interm/Mixed - Mutual Funds

Discuss Your Fund Options with an IFA Wealth Advisor:

Please provide your contact information so an IFA Wealth Advisor can reach out to you to discuss your fund options and next steps.

First Name:

Last Name:

Email:

Phone:

If you are already working with an advisor, select their name:

State:

Location is required unless working with an IFA Wealth Advisor.

First name is required
Last name 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.