Individuals & Families
Investment management, financial planning, and tax services for your whole financial life.
Happy Halloween from Index Fund Advisors
Spooky season. Steady investing.
Since 1999, Index Fund Advisors has guided investors with a disciplined, evidence-based approach. Our wealth management, financial planning, and tax services help bring your financial decisions together.
Our services
Four ways to work with us. No tricks.
Outsourced Chief Investment Officer
OCIO and investment management for foundations, endowments, and mission-driven organizations.
Employer Retirement Plans
Investment guidance, fiduciary support, and education for plan sponsors and participants.
Tax Planning & Preparation
Integrated, year-round tax services and planning strategies.
Our approach
Four things that really do go bump in the night
Investing can feel frightening when emotions take the lead. Here are four common investor frights, and how IFA thinks about each one.
The Ghost of Returns Past
Last year’s winners can haunt today’s decisions. Past performance is not a guarantee of future results, so IFA builds index-based portfolios around a long-term plan, not around yesterday’s headline fund.
Scary Headlines
Market news is built to grab your attention. Staying with a long-term plan can help keep alarming headlines from steering your decisions.
Draining Costs
Fees and fund expenses reduce what you keep. Knowing exactly what you pay is a good first step toward keeping more of what you earn.
Market-Timing Monsters
IFA believes the best response to unpredictable markets is a diversified portfolio matched to your risk capacity, not guesswork about when to get in or out.
Try it
Randomness isn’t a monster. It’s a bell curve.
A Galton Board lets pumpkins fall through rows of pegs. Each one bounces left or right at random, yet together they stack into a familiar bell shape.
Press the button and watch it happen. Individual paths are unpredictable; the overall pattern is not. It is a simple way to see why IFA looks to the whole market rather than trying to pick the next winner.
No pumpkins dropped yet.
An educational illustration of random outcomes. It is not investment performance, and it does not predict or forecast any investment result.
Learn
Treat yourself to some learning
No candy required. These IFA resources explain the ideas behind evidence-based investing.
Read
The 12-Step Recovery Program
Index Funds: The 12-Step Recovery Program for Active Investors, by Mark Hebner, walks through the steps from active investing to an evidence-based approach.
Watch
Pioneers of Probability
A video series connecting the mathematicians who shaped probability to the principles of passive investing.
Watch
Tune Out the Noise
A video series on the economists and investors behind modern, evidence-based investing.
Collect
MarketCoins®
Collectible coins that celebrate the ideas and people behind evidence-based investing. From Probability to Portfolios.
Ready to talk? No tricks, just a conversation.
Talk with one of our advisors about your goals and how an evidence-based approach could fit your plan.
