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20 INDEXFOLIOS
 
   
Index Funds advisor
 

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.

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The indexfolios that are the best long-term target asset allocations for investing are divided among three broad asset classes: fixed income (bonds); U.S. stocks; and foreign stocks. The stocks are further divided by size and value (book-to-market ratio). For an explanation as to why Investment Policy Explains All, please read this article. This article essentially confirms that your asset allocation of a portfolio of index funds explains 100% of your long term expected risk and return. If you are having trouble understanding this article, please call IFA, 888-643-3133.

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Matching People with Portfolios

Financial advisor that specializes in risk appropriate and risk optimized portfolios of index funds.

We Match People With Portfolios carefully measuring risk capacity and risk exposure. This results in optimal returns.

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THE BIG QUESTION

Your big question is undoubtedly, “What is the right blend of index funds for me?”

The answer becomes abundantly clear once you have determined your Risk Capacity. Risk Capacity is based on a simple formula that takes into consideration your age, assets, income and your investment knowledge to derive your optimal investment balance. You can quickly learn your Risk Capacity by taking this simple survey right now.
 
 


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