About IFA
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Corporate Address:
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Index Funds Advisors, Inc.
19200 Von Karman Ave.,
Suite 150
Irvine, CA 92612
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Telephone:
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1-888-643-3133
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Local Phone:
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949-502-0050
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Fax:
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949-502-0048
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Date Founded:
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3/5/1999
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The Index Funds Advisors Team
Index Funds Advisors (IFA) is a fee-only registered investment adviser and
3(38) investment manager in accordance with ERISA. IFA is registered with the U.S.
Securities and Exchange Commission. IFA's main office is located in Irvine, California
with regional representatives in Florida, Wisconsin, New Jersey and Texas.
IFA's mission is to change the way the world invests — one investor at a time.
That mission has taken hold. The company's stellar growth is a testament to the
growing demand for IFA's prudent strategy and risk-optimized portfolios that deliver
optimal returns, enabling investors to invest and relax. IFA's ten risk-calibrated
Index Portfolios are globally diversified and comprised of blends of indexes, primarily
from Dimensional Fund Advisors (DFA). In addition to 401(k) plan programs, IFA provides
investment advisory services to individuals, trusts, corporations, and foundations,
and all other types of investment accounts. IFA also facilitates IRA rollovers from
401(k) and 403(b) plans.
For Corporate Retirement Plans, IFA seeks to:
Lower Costs
Fee transparency and an open-architecture approach
allows IFA to achieve competitive pricing from each provider.
Reduce Plan Trustee Liability
By accepting fiduciary liability
through IFA's ERISA 3(38) investment manager status and providing and adhering to
an Investment Policy Statement and monitoring
process, IFA's plans follow a prudent process — a key to satisfying ERISA
compliance.
Improve Investment Outcomes
IFA makes it simple for participants to enroll in the plan with a risk-appropriate
allocation, and IFA provides advice to both the plan and its participants.
Advance Owner Goals
IFA offers a customized plan design that considers the goals of the business owner
and the plan participants.