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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).

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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.

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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.

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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