Index Funds Advisors, Inc.
19100 Von Karman Ave., Suite 450
Irvine, CA 92612

Toll Free: 1-888-643-3133
Local Phone: 949-502-0050
Fax: 949-502-0048

Index Funds Advisors (IFA) is a fee-only Independent Financial Advisor (ifa), registered with the United States Securities and Exchange Commission. Index Funds Advisors, Inc. also works with a global network of advisors that specialize in portfolios of index funds.

We Match People to Potfolios
by carefully measuring risk capacity and risk exposure. This results in optimal returns.

IFA provides Investment Advice
to individuals, trusts, corporations, non-profits, and public and private institutions. IFA manages brokerage, IRA, 401k, 403b, profit sharing, and all other investment accounts. We also facilitate IRA rollovers from 401ks and 403bs. In addition we handle 1035 exchanges which transfers your existing annuity to a low cost annuity with a portfolio of DFA index funds. Index Funds Advisors, Inc. is a fee-only Registered Investment Adviser, registered with the United States Securities and Exchange Commission. See our public disclosure HERE. As of Dec. 2005, our firm manages approximately $355 million of assets and 1,200 accounts for about 600 clients.

We assist clients in creating and purchasing diversified portfolios of index funds, primarily from Dimensional Fund Advisors (see DFA Brochure.) We specialize in matching people and portfolios through our Risk Capacity Survey and 20 Risk Calibrated Portfolios of Indexes. You may select Charles Schwab & Co., Inc., Fidelity Investments, or another brokerage firm to effect transactions in your account. (see SIPC)

For international clients, we use U.S. Trust as our custodian. U.S. Trust was founded in 1853 and has $79 Billion in assets under management.

If you already have an account with Charles Schwab & Co., Inc. or Fidelity Investments, you can easily transfer your account to our Master Account to become one of our clients. Then you will be ready to invest and relax.

Over 1,000 Investment Advisors rated DFA as the best overall company in the mutual fund business. 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.

We currently have five investment advisors; Mark Hebner, Gordon Shuler, Dave Mertz, Denise Delaney, and Brendan Connelly. In addition we have 6 other employees and several independent contractors. In total, about 60 talented people have contributed to the IFA effort to help investors all over the world.

We also have an IFA Financial Advisor Network program, where select financial advisors utilize the information and tools on our web site. These advisors have a license agreement with our firm and are approved to use the materials on this site. Advisors without such an agreement are not authorized to use the investor education and asset allocation tools.