Index Fund Advisors, Inc. Email Format

Investment ManagementCalifornia, United States11-50 Employees

Index Fund Advisors, Inc. is a fee-only advisory and wealth management firm in the investment management industry, based in Irvine, California. It provides risk-appropriate, returns-optimized, globally diversified and tax-managed investment strategies under a fiduciary standard of care. Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and serves individuals, trusts, corporations, non-profits, and public and private institutions. The firm manages both individual and institutional accounts, including IRAs, 401(k) plans, 403(b) plans, profit sharing, pensions, endowments and other investment accounts, and it facilitates IRA rollovers from 401(k)s and 403(b)s. Its approach is disciplined and quantitative, emphasizing broad diversification and exposure to global market trends, and is based on Eugene Fama and Kenneth French research indexes, incorporating 95 years of IFA Index Portfolio risk and return data, third-generation index fund designs, and 30 years of refined passive trading techniques.

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