How We Serve

IFA matches its clients with risk-appropriate portfolios comprised of globally diversified blends of index funds, primarily from Dimensional Fund Advisors (DFA), voted the number one fund company by Barron's in 2010. IFA works with four different reputable firms that serve as custodians to hold and protect client assets: Charles Schwab & Company, Fidelity Investments, TD Ameritrade, and Trust Company of America.

IFA's clients benefit from a suite of services including:

  • A fiduciary commitment to put clients' interests first
  • Ongoing advice on markets, investments and risk capacity
  • Continuing investment education to help clients weather market volatility
  • Robust and easy-to-read performance reports
  • Quarterly rebalancing review to ensure risk is properly maintained
  • Tax loss harvesting, enabling clients to offset future capital gains with harvested losses
  • A glide path option that provides an automated risk reducing strategy over time
  • Cash withdrawal and deposit management that maintains risk and minimizes costs and taxes
  • Wealth management tools to help clients manage cash flows net worth and retirement plans
  • Alternative investment evaluations to help ensure optimal choice for individual situations