Portland, OR Office

Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, retirement plans, trusts, charitable organizations, and other institutions. In addition to portfolio management and retirement-plan advisory services, the firm offers separate tax planning, tax accounting, and tax return preparation through its IFA Taxes division (not a licensed CPA firm), which can be engaged independently of investment advisory services.

The firm’s investment approach centers on globally diversified, passively managed portfolios constructed from index mutual funds and ETFs and aligned to each client’s risk capacity using a Risk Capacity Survey. Portfolios are built using modern portfolio theory and multi‑factor concepts, monitored and rebalanced regularly, and may include tax-aware strategies such as tax‑loss harvesting and a glide‑path systematic risk‑reduction program.

What distinguishes IFA from many peers is its integration of in‑house tax services alongside advisory offerings and its practice of publishing back‑tested index and model portfolio series via its Time Series Construction and IFA Indexes, material the firm discloses on its websites. The firm also distributes research and educational materials to clients and advisers and operates an Investing for Catholics program that implements screened, values‑based index mixes aligned with U.S. Conference of Catholic Bishops guidelines.