IFA Risk Based Portfolios

Choosing The Right Mix Of Investments For Your Portfolio

  • Begin by clicking on the Portfolio matching to your age.
  • Review the historical risk and return characteristics of the benchmark portfolio1 to make sure this is an appropriate portfolio for you.

    Should this not be quite right, you may click on another portfolio. A portfolio with a lower number will have a reduced risk profile (and expected return); a higher number portfolio will have an increased risk profile (and expected return).

Having narrowed down your desired portfolio, login to your retirement plan account to adjust your investment elections. For advice on selecting a portfolio, please contact IFA. We are happy to help.

1. The Benchmark Portfolio provided below should be used to help you understand the historical risk and return characteristics of your selected portfolio. Please note that the Benchmark Portfolio may have a slightly different allocation due to limitations with your plan's recordkeeper, but does have the same General Asset Class allocation.

Benchmark Portfolio

Related Tools

IFA Risk Based Portfolio Calculator

Compare the past risk and return of your current investments to the IFA Individualized Index Portfolio recommended at the end of your Risk Capacity Survey, the S&P 500 Simulated Index, or 20 other IFA indexes.

Retirement Analyzer

IFA's Retirement Plan Analyzer is a useful tool for helping investors get on track and stay there.

Risk Capacity Survey

The larger the capacity for risk, the greater the expected returns. Expected returns are explained by Risk Capacity because capacity is directly linked to proper risk exposure, also referred to as asset allocation or investment policy. What’s your Risk Capacity? Find out right now when you take the simple 5-minute survey.

IFA Retirement Income Calculator

View simulations using IFA's Monte Carlo Simulator Engine to explore possible distributions of retirement income. View sample simulation variability through retirement. Select from a wide variety of IFA Index Portfolios.