Index Fund Advisors

EST. AUM
$5,929,710,382

CONTACTS
20

CLIENT ACCOUNTS
6,664

Firm Details

Metro area Los Angeles
CRD Number 109143
Website ifa.com
Client types

Overview

Index 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. 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. 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 95 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques, employed by Dimensional Fund Advisors.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Index Fund Advisors

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