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. 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 95 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques.
View Top Employees from Index Fund Advisors, Inc.Website | http://www.ifa.com |
Revenue | $10 million |
Employees | 48 (48 on RocketReach) |
Founded | 1999 |
Address | 19200 Von Karman Ave Suite 150, Irvine, California 92612, US |
Phone | (949) 502-0050 |
Fax | (949) 502-0048 |
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Industry | Investment Management, Insurance, Association, Fee-Only Investment Advice, Banking, Asset Allocation, Financial Services, Wealth Management, Lending and Investments, Individual Investment Management, Consulting, Holistic Wealth Services, FinTech, Retirement Plan Solutions, Non Profit, Fiduciary Expertise, Defined Contribution Plans, Modern Portfolio Theory, Endowment & Foundation Investing |
Web Rank | 885172 |
Keywords | Index Fund Calculator, Index Fund Advisors, Financial Returns Follow Normal Distribution, 100 Year Asset Class Returns, Alpha T Stat, Investment Risk Tolerance Questionnaire, If I Maske 42000 A Year And Retire At 62, How Much Is My Social Security, How To Calculate Retirement Fund |
Competitors | Chilton Capital Management LLC, Foster Group, GW & Wade, LLC, Petersen Hastings, Rodgers & Associates |
SIC | SIC Code 628 Companies, SIC Code 63 Companies, SIC Code 637 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 524 Companies, NAICS Code 5242 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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The Index Fund Advisors, Inc. annual revenue was $10 million in 2024.
Wes Long is the President of Index Fund Advisors, Inc..
48 people are employed at Index Fund Advisors, Inc..
Index Fund Advisors, Inc. is based in Irvine, California.
The NAICS codes for Index Fund Advisors, Inc. are [52, 5239, 524, 5242, 523, 52393].
The SIC codes for Index Fund Advisors, Inc. are [628, 63, 637, 62].