IFA Institutional's (IFA-I's) Implemented Consultants offer a broad spectrum of valuable investment management services that eliminate the need for superfluous middlemen that cost money, but add no value.
Servicing the investment management needs of corporate pension and retirement plans, public pensions, Taft-Hartley plans, endowments and foundations, IFA-I begins by educating plan trustees regarding the intrinsic relationship between risk, return, time and diversification. This meaningful education enables committee members and plan sponsors to make informed investment decisions for plan assets that are in keeping with fiduciary prudence, mitigating liability concerns.
IFA-I matches institutions with portfolios by carefully measuring risk capacity and risk exposure, providing the ability to earn optimal risk-adjusted returns. IFA-I assists clients in the creation, purchase, and rebalancing of portfolios comprised of risk-calibrated and globally diversified blends of passively managed index funds.
Clients of IFA Institutional Benefit from:
Clearly Defined Risk Capacity Quantification, measuring key elements critical to risk-appropriate investing, including time horizon, liquidity needs, size of assets, fiduciary stewards' collective investing knowledge and attitude about risk.
Investment Policy Statement (IPS): Prepared by IFA-I in cooperation with the investment committee or plan sponsors, this important and customized document incorporate the important elements of the plan, including: risk capacity, asset allocation, fiduciary prudence and goals of the institution and the responsibilities of IFA-I to act as a fiduciary to implement the IPS. Risk-Appropriate Investing Strategy tailored to capturing and maintaining the market exposure of a broadly diversified Index Portfolio.
Globally Diversified Index Portfolios that are highly liquid, transparent, non-leveraged and designed to manage costs and risk.
A Prudent Process for Managing Plan Assets, eliminating conflicts of interest
Expected Risk and Returns Data based on 80 years of history with 600 months of monthly rolling period data that spans the most recent 50 years.
Extensive and Ongoing Education on the Science of Investing, fostering investor temperance that has shown to yield higher risk-adjusted returns over time.
Ongoing Portfolio Management that maintains a consistent and appropriate risk exposure through rebalancing and Risk Capacity review.
Clear and Timely Reporting, enabling fiduciary stewards to assess performance and portfolio activity since and for various time periods in between.
Passive Rebalancing Strategy that enables plan sponsors to invest and relax as IFA-I monitors investments to maintain a consistent asset allocation.
This site is for the use of clients and potential clients of Index
Funds Advisors, Inc. and the IFA
Network Members.
It is not to be used by any other investment advisor or investment
professional as an information/marketing materials source, asset
allocator, risk capacity or risk tolerance assessment, or for any
other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step
Program for Active Investors eBook, is granted for viewing use
only and this grant only applies to clients and potential clients
of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction
or editing by any means, mechanical or electronic, in whole or in
part, without the express written permission of Index Funds Advisors,
Inc. is strictly prohibited and subject to prosecution under U.S.
and International copyright and trademark laws.
DISCLAIMER: THERE ARE NO WARRANTIES,
EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED
FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE.
At certain places on this Index Funds Advisors Internet
site, live 'links' to other Internet addresses can be accessed.
Such external Internet addresses contain information created, published,
maintained, or otherwise posted by institutions or organizations
independent of Index Funds Advisors. Index Funds Advisors does not
endorse, approve, certify, or control these external Internet addresses
and does not guarantee or assume responsibility for the accuracy,
completeness, efficacy, timeliness, or correct sequencing of information
located at such addresses. Use of any information obtained from
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after an independent review of its accuracy, completeness, efficacy,
and timeliness. Reference therein to any specific commercial product,
process, or service by trade name, trademark, service mark, manufacturer,
or otherwise does not constitute or imply endorsement, recommendation,
or favoring by Index Funds Advisors.Your use of this site is acknowledgment
that you have read and understood the full disclaimer.
Past performance does not guarantee future results.
WARNING: Past performance does not guarantee future
results. Investment returns and principal value will fluctuate,
so that investors' shares, when sold, may be worth more or less
than their original cost. Investing in any mutual fund, index or
actively managed, does not guarantee that an investor will make
money, avoid losing capital, or indicate that the investment is
risk-free. Actively managed funds sometimes outperform index funds.
You just don't know in advance which actively managed fund will
outperform the appropriate index. Just because a mutual fund is
an index mutual fund, it does not guarantee a performance superior
to an actively managed mutual fund. There are no absolute guarantees
in investing. When reviewing any backtested performance information
on this internet site, please read the Disclosure for Backtested
Performance Information (click
here to read the Disclosure for Backtested Performance Information.)
Index Funds Advisors, Inc. - 19100 Von Karman., Suite 450 - Irvine, CA 92612-
Call Toll Free: 888-643-3133
Local Phone: 949-502-0050 - Fax: 949-502-0048 - Email: info@ifa.com
