ABOUT INDEX FUNDS ADVISORS, INC.

Index Funds Advisors (IFA) owns and operates this web site. IFA is a fee-only and independent financial advisor and is a Registered Investment Adviser with the United States Securities and Exchange Commission.  See our public disclosure HERE. IFA currently has eleven financial advisors; Mark Hebner, Gordon Shuler, Dave Mertz, Brendan Connelly, Denise Delaney, Becky Vasquez, Dave Stott, Dave Porter, Brad von Grote, Dan Solin, and Ted Fischer. In addition we have several other employees and independent contractors. Over the last seven years, about 60 talented people have contributed to the IFA project of web sites and related books that teach investors all over the world to avoid active management and invest in a risk-appropriate portfolio of low-cost and tax-efficient index funds.

IFA specializes in matching people with portfolios through the Risk Capacity Survey and 20 Risk Calibrated Index Portfolios. IFA provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions through brokerage, IRA, 401k, 403b, profit sharing, and all other types of investment accounts offered by our custodians. IFA assist clients in creating and purchasing diversified portfolios of index funds, we currently advising clients to invest in asset class style mutual funds from Dimensional Fund Advisors. We primarily use their funds to create globally diversified portfolios of index funds. DFA funds are only available to individual investors through DFA approved investment advisors. IFA is approved for the purchase of DFA funds, but receives no compensation from DFA or any other investment product it may advise clients to include in their portfolios. IFA clients may select Charles Schwab & Co., Inc., or Fidelity Investments (see SIPC) as custodians for their accounts.  If you already have an account with Charles Schwab & Co., Inc. or Fidelity Investments and would like to contract with IFA for financial advice, you can easily assign your account to the IFA Master Account at those firms.

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