Index Fund Advisors, Inc.
Irvine, United States (US) · Finance and Banking
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#fee-only investment advice
#asset allocation
#wealth management
#individual investment management
#holistic wealth services
#retirement plan solutions
#fiduciary expertise
#defined contribution plans
#modern portfolio theory
#endowment & foundation investing
Index Fund Advisors, Inc is a leading wealth management firm based in Irvine, California, specializing in risk-appropriate, returns-optimized investment strategies for individuals and institutions.We serve a diverse clientele, including individuals, trusts, corporations, non-profits, and public and private institutions, providing comprehensive financial planning and investment management services.
Overview
We serve a diverse clientele, including individuals, trusts, corporations, non-profits, and public and private institutions, providing comprehensive financial planning and investment management services. Our goal is to help clients achieve their financial goals through personalized, tax-managed portfolios.
At IFA, we differentiate ourselves through a disciplined, quantitative approach rooted in Modern Portfolio Theory and the research of Eugene Fama and Kenneth French. We focus on broad diversification and consistent exposure to global markets, avoiding speculative investment practices. We offer a full range of wealth services, including IRA rollovers and retirement plan solutions.
Contact Details
Irvine, United States (US), 19200 Von Karman Ave, Suite 150
Founded
1999
Company Type
Private Limited Company
Employees
50-100
Categories
Keywords
#fee-only investment advice
#asset allocation
#wealth management
#individual investment management
#holistic wealth services
#retirement plan solutions
#fiduciary expertise
#defined contribution plans
#modern portfolio theory
#endowment & foundation investing
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