Can Your Advisor Say This?

Can your financial advisor claim to have all this backing them up?

Join the movement. Sign the petition to see Total Returns of index values.

The Assets Under Management (AUM) and Number of Client information presented in this video is as of 12/31/24. All other data is as of the date of this publication: 1/24/25. All information presented is subject to change. This content is not intended to suggest a comparison or superiority over other financial advisors and should not be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product, or service. Viewers are encouraged to make their own comparisons and decisions when selecting a financial advisor who aligns with their goals and preferences.  Investment strategies described are based on academic research and peer-reviewed studies but are not guaranteed to be successful. Investing involves risks, including the possible loss of principal.

Mentions of third-party firms and providers (e.g., Vanguard, Fidelity, Schwab, etc.) are included for informational purposes to describe the scope and diversity of funds monitored by IFA. Index Fund Advisors, Inc. (IFA) is not affiliated with these firms, and their inclusion does not constitute an endorsement, approval, or recommendation of IFA, its services, or its products by these firms. Services beyond portfolio management, such as planning and referrals, are ancillary and provided as part of client-centric support.

For the most current information about Index Fund Advisors, Inc, please review our Form ADV brochure at https://www.adviserinfo.sec.gov/ or visit www.ifa.com.