IFA Index Portfolio 100 S2B2S2B2100IFA Index Portfolio 95 S2B2S2B295IFA Index Portfolio 90 S2B2S2B290IFA Index Portfolio 85 S2B2S2B285IFA Index Portfolio 80 S2B2S2B280IFA Index Portfolio 75 S2B2S2B275IFA Index Portfolio 70 S2B2S2B270IFA Index Portfolio 65 S2B2S2B265IFA Index Portfolio 60 S2B2S2B260IFA Index Portfolio 55 S2B2S2B255IFA Index Portfolio 50 S2B2S2B250IFA Index Portfolio 45 S2B2S2B245IFA Index Portfolio 40 S2B2S2B240IFA Index Portfolio 35 S2B2S2B235IFA Index Portfolio 30 S2B2S2B230IFA Index Portfolio 25 S2B2S2B225IFA Index Portfolio 20 S2B2S2B220IFA Index Portfolio 15 S2B2S2B215IFA Index Portfolio 10 S2B2S2B210IFA Index Portfolio 5 S2B2S2B25IFA Index Portfolio 0 S2B2S2B20
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Index Portfolios
INDEX PORTFOLIOS
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IFA Index Portfolios Overview

IFA Index Portfolios

IFA offers 100 Index Portfolios, which are individualized and indexed. The Index Portfolios are allocated among three broad asset classes: fixed income (bonds), U.S. stocks and foreign stocks. The stocks are further divided by size and value (book-to-market ratio).

Risk & Return

This correlation of risk and return provides investors with the opportunity to invest in a targeted asset allocation that matches their Risk Capacity. It is important to understand how risk is measured and the correlation it has on an expected return.

Matching People with Portfolios

IFA matches investors by carefully qualifying and quantifying Risk Capacity and matching it to the Risk Exposure of IFA's Portfolios. This replaces speculation with science, employing a disciplined approach that emphasizes broad diversification and consistent structure.

What's your Risk Capacity?

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 Capacity
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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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