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Index Fund Advisors 4+
Wealth Management • Taxes
Index Fund Advisors, Inc
-
- Free
Screenshots
Description
The IFA app, from Index Fund Advisors, is an educational resource for investors. Index Fund Advisors provides personalized fiduciary wealth services to help clients achieve their long-term financial goals.
The IFA app makes it easy to:
• Connect with IFA's Wealth Advisors via phone, email or Facetime for personalized advice based on your financial goals
• Read and share evidence-based investing articles
• Watch investment education interviews with Nobel Laureates, the documentary film “Index Funds: The 12-Step Recovery Program for Active Investors”, videos explaining the investing strategies of IFA, and IFA quarterly reviews
• Take our Risk Capacity Survey to determine which IFA Index Portfolio captures the right mix of stocks & bonds that is best suited to you, so you can maximize the expected returns for the risk you take
• Explore our extensive collection of charts including risk vs return comparisons, distributions of monthly returns, historical annual returns, and many more.
Learn about an evidence-based approach to investing utilizing index funds that is disciplined and emphasizes diversification, low cost, low taxes, and consistent exposure to the dimensions of returns of publicly traded securities around the world. This educational material helps investors avoid the futile, speculative, and unnecessary cost-generating and return-reducing activities such as stock, time, manager, and style picking – so you can invest and relax.
The IFA App now includes the Galton Board App Edition!
Index Fund Advisors has a fiduciary duty to its clients. This means we are legally obligated to put our client’s interests ahead of our own — even when it goes against our own interests. We offer our clients a wide array of wealth management services including fiduciary based advice, financial planning, selection & monitoring of investments, asset allocation & location strategies, rebalancing and tax loss harvesting. Through our tax’s division, we provide collaborative tax advice, tax planning, accounting, bookkeeping and tax return services to individuals and businesses across the United States. IFA also helps clients establish and evaluate relationships with corporate or administrative trustees, estate planning attorneys and independent insurance advisors.
What’s New
Version 6.12
* Estate planning link added to advisor pages under their team.
App Privacy
The developer, Index Fund Advisors, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Usage Data
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Index Fund Advisors, Inc
- Size
- 83.6 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 1999-2024 Index Fund Advisors, Inc.
- Price
- Free