TM
Tamara Metwally
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Work Experience
N/A
Jul 2021 - Present · 3 years and 5 months
N/A
Feb 2018 - Jun 2018 · 4 months
N/A
Sep 2017 - Jun 2018 · 9 months
Company Details
51-200 Employees
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s. The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience. IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets. IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 95 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques.
Year Founded
1999
Social Media
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Industry
Investment Management
HQ Location
19200 Von Karman Ave, Suite 150 Irvine, CA 92612, US
Keywords
Fee-Only Investment AdviceAsset AllocatioWealth ManagementIndividual Investment ManagementHolistic Wealth ServicesRetirement Plan SolutionsFiduciary ExpertiseDefined Contribution PlansModern Portfolio TheoryEndowment & Foundation Investing
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