Index Fund Advisors 4+

Wealth Management • Taxes

Index Fund Advisors, Inc

    • 4.8 • 24 Ratings
    • 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.

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 5.4

* Favorite Charts added to the Charts section

Ratings and Reviews

4.8 out of 5
24 Ratings

24 Ratings

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, for example, based on the features you use or your age. Learn More

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