ABOUT INDEX FUNDS ADVISORS, INC.

Index Funds Advisors (IFA.com) owns and operates this web site. IFA is a fee-only and independent financial advisor and is a Registered Investment Adviser with the United States Securities and Exchange Commission.  See our public disclosure HERE.
IFA specializes in matching people with portfolios through the Risk Capacity Survey and 20 Risk Calibrated Index Portfolios. IFA provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions through brokerage, IRA, 401k, 403b, profit sharing, and all other types of investment accounts offered by our custodians. IFA assist clients in creating and purchasing diversified portfolios of index funds, we currently advising clients to invest in asset class style mutual funds from Dimensional Fund Advisors. We primarily use their funds to create globally diversified portfolios of index funds. DFA funds are only available to individual investors through DFA approved investment advisors. IFA is approved for the purchase of DFA funds, but receives no compensation from DFA or any other investment product it may advise clients to include in their portfolios. IFA clients may select Charles Schwab & Co., Inc., or Fidelity Investments (see SIPC) as custodians for their accounts.  If you already have an account with Charles Schwab & Co., Inc. or Fidelity Investments and would like to contract with IFA for financial advice, you can easily assign your account to the IFA Master Account at those firms.

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Index Funds Advisors, Inc.

19200 Von Karman Ave., Suite 150
Irvine, CA 92612

Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048

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We are registered as an Investment Adviser by the United States Securities and Exchange Commission.

© 2009 Index Funds Advisors, Inc.   All Rights Reserved

Disclaimer and Privacy Policy


This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program for Active Investors eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.)


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