Index Fund Advisors, Inc.
www.ifa.comIndex Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s. The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience. IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets. IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 87 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques.
Read moreIndex Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s. The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience. IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets. IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 87 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques.
Read moreCountry
State
California
City (Headquarters)
Irvine
Industry
Employees
11-50
Founded
1999
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Senior Vice President , Wealth Advisor
Email ****** @****.comPhone (***) ****-****Vice President , Wealth Advisor
Email ****** @****.comPhone (***) ****-****Founder and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Board Member
Email ****** @****.comPhone (***) ****-****
Technologies
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