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Individuals & Families

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Our Advisors

Outsourced Chief Investment Officer

  • IFA OCIO Overview
  • Who We Serve
  • Investment Approach
  • Consultants
  • Institutional

Employer Retirement Plans

  • Retirement Plan Services
  • Plan Sponsors
  • Plan Participants

Tax Planning & Preparation

  • Tax Services
  • Tax Planning
  • Tax Preparation

Find Your Portfolio

  • Risk Capacity Survey
  • Matching People with Portfolios
  • Portfolio Overview
  • Risk & Return

IFA Index Portfolios

  • Portfolio 100
  • Portfolio 95
  • Portfolio 90
  • Portfolio 85
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  • Portfolio 70
  • Portfolio 65
  • Portfolio 60
  • Portfolio 55
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  • Portfolio 30
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Explore

  • Fund Portfolios
  • Sustainable Portfolios
  • Charts

Disclosures

  • Index Descriptions
  • Fund Descriptions
  • Back-testing Disclosures

Investor Education

  • The 12 Steps: Introduction
  • Step 1: Active Investors
  • Step 2: Nobel Laureates
  • Step 3: Stock Pickers
  • Step 4: Time Pickers
  • Step 5: Manager Pickers
  • Step 6: Style Drifters
  • Step 7: Silent Partners
  • Step 8: Riskese
  • Step 9: History
  • Step 10: Risk Capacity
  • Step 11: Risk Exposure
  • Step 12: Invest and Relax
  • Appendix
  • Articles
  • Glossary

Videos & Films

  • Video Library
  • Tune Out the Noise
  • Index Funds: The Movie
  • Investing: The Evidence
  • Pioneers of Probability
  • The Academic Papers that Changed Investing
  • David Booth
  • Mark Hebner
  • Eugene Fama
  • Kenneth French
  • Harry Markowitz
  • Gerard O'Reilly
  • Scott Bosworth
  • Apollo Lupescu

Research & Resources

  • Charts
  • Academic Papers
  • Index Funds Book
  • Book Library
  • Quotes
  • IFA Art Gallery
  • IFA Brochure
  • Academic Advantage
  • Icon Library
  • Petition

Probability Education

  • Galton Board Models
  • Proficiency Test
  • STEM
  • Galton Board Videos
  • Galton Board Photos
  • Galton Board Articles
  • Bell Curves
  • MarketCoins
  • Coin Flipper
  • Pascal's Triangle
  • IFA Store

Investment Tools

  • Risk Capacity Survey
  • IFA Index Calculator
  • Fee Calculator
  • Multi Funds Calculator
  • Private Equity True Return
  • Venture Capital True Return
  • ETF & Mutual Fund Luck vs. Skill Analyzer

Retirement Tools

  • Retirement Calculator
  • Target Date Calculator
  • Retirement Income
  • 401(k) Calculator
  • Roth IRA Conversion
  • Surviving Spouse IRA
  • SB Retirement Contributions

Education Tools

  • Randomness Calculator
  • Monte Carlo Spending Policy
  • T-Statistic Calculator
  • Standard Error of the Mean
  • College Planning
  • Net Worth
  • Net Income

More Resources

  • FinPlan Surveys
  • IFA App
  • Estate Planning Attorneys
  • Senior Care Advisors
  • Investment Charts
  • Articles
  • Videos

Our Firm

  • About IFA
  • Value of IFA
  • Investment Principles
  • Our Fiduciary Role

Our People

  • Wealth Advisors
  • Client Service Specialists
  • Management
  • Taxes Department
  • Financial Planning Department

Work with IFA

  • Schedule a Conversation
  • Contact
  • Open an Account
  • Careers

Information

  • Fees
  • Form CRS
  • Disclosures
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OCIO Consultant Team

Nick Piccarreta, CFA, CFP®, CAIA

Senior Investment Consultant

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Nick Piccarreta

Mark Higgins, CFA, CFP®

Senior Vice President, Institutional Advisor

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Mark Higgins

Mary Brunson, AIF®

Senior Vice President, Wealth Advisor Investing for Catholics

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Mary Brunson

Mark Hebner

Founder and CEO

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Mark Hebner

Wes Long

President

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Wes Long

Derick Kann, CFP®

Senior Vice President, Wealth Advisor

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Derick Kann

Neal Rutter

Vice President, Wealth Advisor

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Neal Rutter

Kerrie Lloyd, ChSNC®

Vice President, Institutional Consultant

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Kerrie Lloyd
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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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